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| Name: |
IWAMOTO KONG & CO INC |
| City: |
IRVINE |
| State: |
CA |
| Zip: |
92612 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PYPL |
Paypal Holdings, Inc. |
19 |
New |
$59.12 |
$11,888,000 |
177,465 |
1.49% |
11,888,000 |
177,465 |
0.015 |
N/A |
|
|
SLB |
Schlumberger Ltd |
21 |
New |
$44.44 |
$11,527,000 |
210,300 |
1.45% |
11,527,000 |
210,300 |
0.015 |
Oil & Gas Equipment &... |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
43 |
New |
$277.92 |
$3,140,000 |
10,954 |
0.39% |
3,140,000 |
10,954 |
0.022 |
Closed - End Fund - E... |
|
|
MGV |
Vanguard Mega Cap 300 Value... |
48 |
New |
$116.05 |
$2,902,000 |
24,281 |
0.36% |
2,902,000 |
24,281 |
0.027 |
Closed - End Fund - E... |
|
|
PFF |
iShares S&P U.S. Preferred ... |
71 |
New |
$31.56 |
$1,193,000 |
37,029 |
0.15% |
1,193,000 |
37,029 |
0.008 |
Closed - End Fund - E... |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
72 |
New |
$0.00 |
$1,182,000 |
6,468 |
0.15% |
1,182,000 |
6,468 |
0.007 |
N/A |
|
|
MDIV |
First Trust Vi Multi Asset ... |
83 |
New |
$15.63 |
$824,000 |
52,178 |
0.1% |
824,000 |
52,178 |
0.165 |
N/A |
|
|
SMCI |
Super Micro Computer Inc |
87 |
New |
$920.01 |
$737,000 |
730 |
0.09% |
737,000 |
730 |
0.001 |
Networking & Communic... |
|
|
FPE |
First Trust Preferred Secur... |
92 |
New |
$17.40 |
$679,000 |
39,179 |
0.09% |
679,000 |
39,179 |
0.014 |
N/A |
|
|
LLY |
Eli Lilly & Co |
94 |
New |
$891.46 |
$635,000 |
816 |
0.08% |
635,000 |
816 |
0 |
Drug Manufacturers - ... |
|
|
ABC |
AmerisourceBergen Corp |
108 |
New |
$237.20 |
$457,000 |
1,881 |
0.06% |
457,000 |
1,881 |
0.001 |
Drugs Wholesale |
|
|
LIN |
Linde Plc |
109 |
New |
$440.02 |
$445,000 |
958 |
0.06% |
445,000 |
958 |
0 |
N/A |
|
|
BRO |
Brown & Brown Inc |
121 |
New |
$92.41 |
$380,000 |
4,343 |
0.05% |
380,000 |
4,343 |
0.002 |
Insurance Brokers |
|
|
TSCO |
Tractor Supply Co |
123 |
New |
$289.98 |
$371,000 |
1,417 |
0.05% |
371,000 |
1,417 |
0.001 |
Specialty Retail, Other |
|
|
MMC |
Marsh & McLennan Companies Inc |
124 |
New |
$212.72 |
$368,000 |
1,786 |
0.05% |
368,000 |
1,786 |
0 |
Insurance Brokers |
|
|
UNH |
Unitedhealth Group Inc |
125 |
New |
$481.05 |
$365,000 |
737 |
0.05% |
365,000 |
737 |
0 |
Health Care Plans |
|
|
ORCL |
Oracle Corp |
131 |
New |
$144.64 |
$314,000 |
2,500 |
0.04% |
314,000 |
2,500 |
0 |
Application Software |
|
|
DDOG |
Datadog, Inc. |
134 |
New |
$0.00 |
$297,000 |
2,400 |
0.04% |
297,000 |
2,400 |
0.001 |
N/A |
|
|
FTSL |
First Trust Senior Loan Fund |
147 |
New |
$45.98 |
$245,000 |
5,300 |
0.03% |
245,000 |
5,300 |
0.001 |
N/A |
|
|
NEE |
NextEra Energy |
148 |
New |
$70.44 |
$244,000 |
3,812 |
0.03% |
244,000 |
3,812 |
0.001 |
Electric Utilities |
|
|
CL |
Colgate Palmolive Co |
157 |
New |
$97.01 |
$225,000 |
2,500 |
0.03% |
225,000 |
2,500 |
0 |
Personal Products |
|
|
ECL |
Ecolab Inc |
160 |
New |
$243.29 |
$222,000 |
962 |
0.03% |
222,000 |
962 |
0 |
Cleaning Products |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
161 |
New |
$179.69 |
$211,000 |
1,551 |
0.03% |
211,000 |
1,551 |
0 |
Semiconductor - Integ... |
|
|
FIXD |
First Trust Tcw Opportnisti... |
162 |
New |
$43.58 |
$210,000 |
4,819 |
0.03% |
210,000 |
4,819 |
0.005 |
N/A |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
164 |
New |
$205.99 |
$204,000 |
1,000 |
0.03% |
204,000 |
1,000 |
0.003 |
Closed - End Fund - E... |
|
