| |
|
|
| Name: |
Engrave Wealth Partners LLC |
| City: |
SPRING |
| State: |
TX |
| Zip: |
77380 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
10 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VBK |
Vanguard Small Cap Gr VIPERS |
18 |
New |
$250.22 |
$3,389,000 |
14,016 |
0.97% |
3,389,000 |
14,016 |
0.027 |
Closed - End Fund - E... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
19 |
New |
$104.16 |
$3,005,000 |
28,500 |
0.86% |
3,005,000 |
28,500 |
0.032 |
Closed - End Fund - Debt |
|
|
VXUS |
Vanguard Total Internationa... |
27 |
New |
$61.27 |
$1,635,000 |
28,214 |
0.47% |
1,635,000 |
28,214 |
0.005 |
Closed - End Fund - E... |
|
|
BSCR |
Invesco Bulletshares 2027 C... |
41 |
New |
$0.00 |
$652,000 |
33,511 |
0.19% |
652,000 |
33,511 |
0.029 |
N/A |
|
|
AVGO |
Broadcom Limited |
57 |
New |
$1,328.55 |
$342,000 |
306 |
0.1% |
342,000 |
306 |
0 |
Semiconductor- Broad... |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
73 |
New |
$0.00 |
$217,000 |
1,289 |
0.06% |
217,000 |
1,289 |
0.001 |
N/A |
|
|
RTX |
RTX Corp |
75 |
New |
$101.02 |
$211,000 |
2,505 |
0.06% |
211,000 |
2,505 |
0 |
Conglomerates |
|
|
FB |
Meta Platforms Inc |
76 |
New |
$466.83 |
$205,000 |
580 |
0.06% |
205,000 |
580 |
0 |
Internet Service Prov... |
|
|
MCD |
McDonalds Corp |
77 |
New |
$258.89 |
$205,000 |
693 |
0.06% |
205,000 |
693 |
0 |
Restaurants |
|
|
TRGP |
Targa Resources Corp. |
79 |
New |
$118.23 |
$201,000 |
2,314 |
0.06% |
201,000 |
2,314 |
0.001 |
Gas Utilities |
|
