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| Name: |
WT Wealth Management |
| City: |
FLAGSTAFF |
| State: |
AZ |
| Zip: |
86001 |
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data |
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| Holdings
Found :
11 |
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Unchanged Positions |
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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 |
|
IVV |
iShares Core S&P 500 Etf |
70 |
- |
$519.81 |
$716,000 |
1,499 |
0.28% |
72,000 |
0 |
0 |
Closed - End Fund - E... |
|
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LLY |
Eli Lilly & Co |
74 |
- |
$775.00 |
$534,000 |
916 |
0.21% |
42,000 |
0 |
0 |
Drug Manufacturers - ... |
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MELI |
Mercadolibre Inc |
75 |
- |
$1,716.78 |
$530,000 |
337 |
0.21% |
103,000 |
0 |
0.001 |
Business Services |
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IVW |
ishares tr S&P 500 BARRA GR |
84 |
- |
$84.43 |
$389,000 |
5,185 |
0.15% |
33,000 |
0 |
0.001 |
Closed - End Fund - E... |
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PAA |
Plains All American Pipelin... |
86 |
- |
$17.66 |
$369,000 |
24,340 |
0.15% |
-4,000 |
0 |
0.003 |
Oil & Gas Pipelines &... |
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ETE |
Energy Transfer Equity LP |
92 |
- |
$16.25 |
$278,000 |
20,113 |
0.11% |
-4,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
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ITW |
Illinois Tool Works Inc |
94 |
- |
$247.40 |
$262,000 |
1,000 |
0.1% |
32,000 |
0 |
0 |
Diversified Machinery |
|
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PHK |
Pimco High Income Fund |
105 |
- |
$4.79 |
$104,000 |
20,893 |
0.04% |
12,000 |
0 |
0.016 |
Closed - End Fund - Debt |
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JQC |
Nuveen Multi-Strategy Incom... |
106 |
- |
$5.66 |
$81,000 |
15,488 |
0.03% |
3,000 |
0 |
0.011 |
Closed - End Fund - Debt |
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ESPR |
Esperion Therapeutics, Inc. |
107 |
- |
$2.04 |
$30,000 |
10,100 |
0.01% |
20,000 |
0 |
0.012 |
Biotechnology |
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NKLA |
Nikola Inc |
108 |
- |
$33.97 |
$12,000 |
14,135 |
0% |
-10,000 |
0 |
0.004 |
N/A |
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