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| Name: |
RVW Wealth LLC |
| City: |
LOS ANGELES |
| State: |
CA |
| Zip: |
90067 |
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data |
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| Holdings
Found :
22 |
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Page 1 of 1 |
Menu
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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 |
83 |
- |
$622,000.00 |
$634,000 |
1 |
0.07% |
91,000 |
0 |
0 |
Property & Casualty I... |
|
|
IEFA |
Ishares Core Msci Eafe |
86 |
- |
$0.00 |
$559,000 |
7,536 |
0.06% |
29,000 |
0 |
0 |
N/A |
|
|
AGQ |
Proshares Trust II |
91 |
- |
$36.16 |
$489,000 |
17,000 |
0.05% |
27,000 |
0 |
0.115 |
Closed - End Fund - Debt |
|
|
VGT |
Vanguard I T VIPERS |
96 |
- |
$516.26 |
$426,000 |
813 |
0.04% |
33,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
97 |
- |
$523.39 |
$425,000 |
808 |
0.04% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
JPC |
Nuveen Multi-Strategy Incom... |
98 |
- |
$7.17 |
$421,000 |
58,500 |
0.04% |
26,000 |
0 |
0.057 |
Closed - End Fund - Debt |
|
|
JGH |
Nuveen Global High Income Fund |
99 |
- |
$12.83 |
$408,000 |
31,900 |
0.04% |
19,000 |
0 |
0.137 |
N/A |
|
|
D |
Dominion Energy Inc |
102 |
- |
$53.07 |
$380,000 |
7,725 |
0.04% |
17,000 |
0 |
0.001 |
Electric Utilities |
|
|
VTV |
Vanguard Value VIPERS |
108 |
- |
$161.40 |
$345,000 |
2,117 |
0.04% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FPE |
First Trust Preferred Secur... |
109 |
- |
$17.23 |
$330,000 |
19,072 |
0.03% |
8,000 |
0 |
0.007 |
N/A |
|
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XLK |
SPDR Technology Sector |
114 |
- |
$205.54 |
$306,000 |
1,471 |
0.03% |
23,000 |
0 |
0 |
Closed - End Fund - E... |
|
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BSCR |
Invesco Bulletshares 2027 C... |
117 |
- |
$0.00 |
$301,000 |
15,616 |
0.03% |
-3,000 |
0 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
116 |
- |
$520.84 |
$301,000 |
575 |
0.03% |
28,000 |
0 |
0.014 |
Closed - End Fund - E... |
|
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IVW |
ishares tr S&P 500 BARRA GR |
118 |
- |
$84.71 |
$298,000 |
3,525 |
0.03% |
33,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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ACV |
Alberto-Culver Co |
119 |
- |
$22.62 |
$290,000 |
12,100 |
0.03% |
36,000 |
0 |
0.117 |
Personal Products |
|
|
JFR |
Nuveen Floating Rate Income... |
126 |
- |
$8.74 |
$253,000 |
29,037 |
0.03% |
14,000 |
0 |
0.051 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
127 |
- |
$110.32 |
$240,000 |
2,105 |
0.02% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
|
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FRI |
First Trust S&P Reit Index ... |
130 |
- |
$25.12 |
$233,000 |
8,965 |
0.02% |
-2,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
HYI |
High Yield Income Fund Inc |
129 |
- |
$11.60 |
$233,000 |
19,500 |
0.02% |
-3,000 |
0 |
0.212 |
Closed - End Fund - Debt |
|
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PKW |
Invesco Buyback Achievers ETF |
132 |
- |
$105.15 |
$229,000 |
2,115 |
0.02% |
20,000 |
0 |
0.009 |
N/A |
|
|
FPF |
First Trust Intermediate Du... |
133 |
- |
$17.40 |
$228,000 |
12,700 |
0.02% |
21,000 |
0 |
0.021 |
N/A |
|
|
MNKD |
MannKind Corp |
139 |
- |
$4.32 |
$209,000 |
46,151 |
0.02% |
41,000 |
0 |
0 |
Biotechnology |
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