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| Name: |
INVENIO WEALTH PARTNERS LLC |
| City: |
CORAL GABLES |
| State: |
FL |
| Zip: |
33146 |
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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 |
|
WDTI |
Wisdomtree Managed Futures ... |
14 |
New |
$36.60 |
$5,152,000 |
137,378 |
2.78% |
5,152,000 |
137,378 |
2.642 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
62 |
New |
$60.24 |
$360,000 |
5,988 |
0.19% |
360,000 |
5,988 |
0 |
Discount, Variety Stores |
|
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GE |
General Electric Co |
78 |
New |
$162.55 |
$277,000 |
1,580 |
0.15% |
277,000 |
1,580 |
0 |
Conglomerates |
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BND |
Vanguard Total Bond Market ETF |
79 |
New |
$72.29 |
$259,000 |
3,569 |
0.14% |
259,000 |
3,569 |
0 |
Closed - End Fund - E... |
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LRCX |
Lam Research Corp |
84 |
New |
$971.72 |
$245,000 |
252 |
0.13% |
245,000 |
252 |
0 |
Semiconductor Equipme... |
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AMAT |
Applied Materials Inc |
87 |
New |
$223.37 |
$240,000 |
1,164 |
0.13% |
240,000 |
1,164 |
0 |
Semiconductor Equipme... |
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WFC |
Wells Fargo & Co |
88 |
New |
$58.68 |
$236,000 |
4,067 |
0.13% |
236,000 |
4,067 |
0 |
Domestic Money Center... |
|
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KLAC |
KLA-Tencor Corp |
90 |
New |
$784.97 |
$235,000 |
336 |
0.13% |
235,000 |
336 |
0 |
Semiconductor Equipme... |
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UNP |
Union Pacific Corp |
91 |
New |
$227.41 |
$227,000 |
923 |
0.12% |
227,000 |
923 |
0 |
Railroads |
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TMUS |
T-Mobile Us Inc |
93 |
New |
$180.27 |
$210,000 |
1,289 |
0.11% |
210,000 |
1,289 |
0 |
Wireless Communications |
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UPS |
United Parcel Service Inc |
96 |
New |
$137.57 |
$201,000 |
1,349 |
0.11% |
201,000 |
1,349 |
0 |
AirDelivery & Freight... |
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