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Company Main View
  Name: Ratio Wealth Group
  City: DENVER
  State: CO
  Zip: 80218
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $536,923,000
  Total Value Change : $74,763,000
  Securities Held Change : 6
   
All Securities Held : 79
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 14
  Decreased Positions : 21

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (OZ)1 Year Chart         OZ Belpointe Prep, Llc 40 - $0.00 $2,240,000 36,790 0.42% -602,000 0 2.469    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 45 - $414.67 $1,647,000 3,915 0.31% 175,000 0 0    Application Software
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 47 - $262.74 $1,188,000 4,388 0.22% 81,000 0 0.011    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 52 - $408.61 $721,000 1,714 0.13% 110,000 0 0    Property & Casualty I...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 56 - $239.79 $509,000 2,121 0.09% 46,000 0 0.002    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 58 - $122.09 $465,000 3,774 0.09% 23,000 0 0.003    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 62 - $86.42 $361,000 4,277 0.07% 40,000 0 0.001    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 64 - $60.73 $331,000 5,425 0.06% 29,000 0 0.003    Closed - End Fund - Debt
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 65 - $138.70 $325,000 2,408 0.06% 29,000 0 0.001    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 68 - $271.30 $291,000 1,044 0.05% 19,000 0 0    Business Services
   (COP)1 Year Chart         COP ConocoPhillips 71 - $113.58 $251,000 1,973 0.05% 22,000 0 0    Integrated Oil & Gas
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 72 - $174.38 $231,000 1,289 0.04% 18,000 0 0    Closed - End Fund - E...
   (PHEC)1 Year Chart         PHEC Phillips Edison & Company, Inc 74 - $36.00 $210,000 5,847 0.04% -3,000 0 0.006    N/A
   (KOS)1 Year Chart         KOS Kosmos Energy Ltd. 78 - $0.00 $72,000 12,000 0.01% -9,000 0 0.003    Independent Oil & Gas
      14 Records Found
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