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| Name: |
VANCE WEALTH INC. |
| City: |
SANTA CLARITA |
| State: |
CA |
| Zip: |
91350 |
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data |
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| Holdings
Found :
9 |
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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 |
|
BRK.A |
Berkshire Hathaway Inc |
45 |
- |
$625,150.00 |
$634,000 |
1 |
0.25% |
91,000 |
0 |
0 |
Property & Casualty I... |
|
|
BCAL |
Bank of Southern California |
47 |
- |
$14.22 |
$611,000 |
40,982 |
0.24% |
-100,000 |
0 |
0 |
N/A |
|
|
DOL |
WisdomTree Trust Internatio... |
67 |
- |
$50.63 |
$318,000 |
6,150 |
0.13% |
15,000 |
0 |
0.08 |
Closed - End Fund - E... |
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O |
Realty Income Corp |
74 |
- |
$55.08 |
$304,000 |
5,626 |
0.12% |
-19,000 |
0 |
0.001 |
REIT - Retail |
|
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DES |
WisdomTree SmallCap Dividend |
79 |
- |
$32.38 |
$253,000 |
7,728 |
0.1% |
4,000 |
0 |
0.013 |
Closed - End Fund - E... |
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KVUE |
Kenvue Inc. |
90 |
- |
$19.97 |
$200,000 |
9,325 |
0.08% |
-1,000 |
0 |
0 |
N/A |
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SMMT |
Summit Therapeutics Inc |
91 |
- |
$4.39 |
$163,000 |
39,266 |
0.06% |
61,000 |
0 |
0.006 |
N/A |
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CMRX |
Chimerix Inc |
93 |
- |
$0.98 |
$50,000 |
47,320 |
0.02% |
4,000 |
0 |
0.076 |
Biotechnology |
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LTRYW |
Lotterycom Equity Warrants ... |
95 |
- |
$0.00 |
$0 |
29,853 |
0% |
0 |
0 |
0 |
N/A |
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