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| Name: |
Money Matters Financial Group Inc |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85027 |
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data |
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| Holdings
Found :
11 |
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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 |
|
XLF |
SPDR Financial Sector |
4 |
- |
$41.64 |
$6,886,000 |
183,137 |
7.8% |
647,000 |
-5,129 |
0.002 |
Closed - End Fund - E... |
|
|
XLY |
SPDR cnsmr discr sel sect |
5 |
- |
$175.97 |
$5,935,000 |
33,191 |
6.73% |
296,000 |
-1,757 |
0.003 |
Closed - End Fund - E... |
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XLI |
SPDR Industrial Sector |
7 |
- |
$123.51 |
$5,149,000 |
45,170 |
5.84% |
383,000 |
-1,251 |
0.003 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
8 |
- |
$529.96 |
$4,980,000 |
10,426 |
5.64% |
-136,000 |
-1,316 |
0 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
9 |
- |
$96.52 |
$4,671,000 |
47,068 |
5.29% |
-1,260,000 |
-16,539 |
0.001 |
Closed - End Fund - E... |
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XLC |
Communication Services Sele... |
10 |
- |
$83.26 |
$4,272,000 |
58,799 |
4.84% |
181,000 |
-1,520 |
0.003 |
N/A |
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XLV |
SPDR Select Sector Health |
12 |
- |
$143.70 |
$4,178,000 |
30,636 |
4.73% |
175,000 |
-306 |
0.001 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
13 |
- |
$93.20 |
$2,885,000 |
34,408 |
3.27% |
-215,000 |
-955 |
0.001 |
Closed - End Fund - E... |
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QUAL |
Ishares Msci Usa Quality Fa... |
15 |
- |
$0.00 |
$1,494,000 |
10,155 |
1.69% |
-218,000 |
-2,480 |
0.001 |
N/A |
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XLP |
SPDR Consmr Stpls Sector |
16 |
- |
$77.34 |
$1,464,000 |
20,318 |
1.66% |
61,000 |
-865 |
0.001 |
Closed - End Fund - E... |
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SCHF |
Schwab Strategic Trust |
19 |
- |
$39.41 |
$770,000 |
20,825 |
0.87% |
-11,000 |
-2,150 |
0.002 |
Closed - End Fund - Debt |
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