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| Name: |
LLBH Private Wealth Management LLC |
| City: |
WESTPORT |
| State: |
CT |
| Zip: |
06880 |
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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 |
|
IWF |
iShares Russell 1000 Growth |
83 |
New |
$335.19 |
$599,000 |
1,975 |
0.15% |
599,000 |
1,975 |
0.001 |
Closed - End Fund - E... |
|
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VONV |
Vanguard Russell 1000 Value... |
92 |
New |
$76.84 |
$551,000 |
7,596 |
0.14% |
551,000 |
7,596 |
0.008 |
N/A |
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IVV |
iShares Core S&P 500 Etf |
118 |
New |
$519.81 |
$296,000 |
619 |
0.08% |
296,000 |
619 |
0 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
119 |
New |
$475.42 |
$293,000 |
670 |
0.08% |
293,000 |
670 |
0 |
Closed - End Fund - E... |
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QDF |
Flexshares Quality Dividend... |
139 |
New |
$64.23 |
$236,000 |
3,830 |
0.06% |
236,000 |
3,830 |
0.013 |
N/A |
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CAT |
Caterpillar Inc |
146 |
New |
$344.50 |
$220,000 |
743 |
0.06% |
220,000 |
743 |
0.004 |
Farm & Construction M... |
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ACN |
Accenture Plc |
149 |
New |
$311.99 |
$208,000 |
593 |
0.05% |
208,000 |
593 |
0 |
Management Services |
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IEMG |
Ishares Core Msci Emerging ... |
152 |
New |
$53.10 |
$203,000 |
4,008 |
0.05% |
203,000 |
4,008 |
0 |
N/A |
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CLRB |
Cellectar Bioscienc |
165 |
New |
$0.62 |
$64,000 |
23,000 |
0.02% |
64,000 |
23,000 |
0.051 |
N/A |
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