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| Name: |
Strategic Wealth Designers |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40222 |
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| Holdings
Found :
23 |
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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 |
|
VVOS |
Vivos Therapeutics, Inc. |
|
New |
$0.00 |
$1,602,000 |
128,789 |
0.24% |
1,602,000 |
128,789 |
0 |
N/A |
|
|
PEP |
Pepsico Inc |
67 |
New |
$178.06 |
$637,000 |
3,753 |
0.1% |
637,000 |
3,753 |
0 |
Beverage Soft Drinks... |
|
|
LIN |
Linde Plc |
72 |
New |
$429.86 |
$575,000 |
1,401 |
0.09% |
575,000 |
1,401 |
0 |
N/A |
|
|
MDLZ |
Mondelez International Inc |
74 |
New |
$70.20 |
$562,000 |
7,761 |
0.08% |
562,000 |
7,761 |
0.001 |
Food - Major Diversified |
|
|
DHR |
Danaher Corp |
78 |
New |
$251.43 |
$521,000 |
2,254 |
0.08% |
521,000 |
2,254 |
0 |
General Building Mate... |
|
|
MMC |
Marsh & McLennan Companies Inc |
79 |
New |
$204.84 |
$520,000 |
2,742 |
0.08% |
520,000 |
2,742 |
0.001 |
Insurance Brokers |
|
|
TMO |
Thermo Fisher Scientific |
80 |
New |
$577.93 |
$503,000 |
947 |
0.08% |
503,000 |
947 |
0 |
Medical Laboratories ... |
|
|
VYMI |
Vanguard International High... |
81 |
New |
$0.00 |
$495,000 |
7,446 |
0.07% |
495,000 |
7,446 |
0.008 |
N/A |
|
|
ANGL |
Vaneck Vectors Fallen Angel... |
82 |
New |
$28.61 |
$481,000 |
16,703 |
0.07% |
481,000 |
16,703 |
0.011 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
86 |
New |
$79.35 |
$451,000 |
5,553 |
0.07% |
451,000 |
5,553 |
0.001 |
Closed - End Fund - Debt |
|
|
ICVT |
Ishares Convertible Bond Etf |
87 |
New |
$0.00 |
$440,000 |
5,605 |
0.07% |
440,000 |
5,605 |
0.005 |
N/A |
|
|
VICI |
Vici Properties Inc. |
94 |
New |
$29.30 |
$348,000 |
10,907 |
0.05% |
348,000 |
10,907 |
0.001 |
N/A |
|
|
AMGN |
Amgen Inc |
97 |
New |
$312.86 |
$332,000 |
1,153 |
0.05% |
332,000 |
1,153 |
0 |
Biotechnology |
|
|
AGG |
iShares Barclays Agency Bond |
99 |
New |
$96.44 |
$311,000 |
3,130 |
0.05% |
311,000 |
3,130 |
0 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
102 |
New |
$245.41 |
$287,000 |
1,232 |
0.04% |
287,000 |
1,232 |
0.001 |
Closed - End Fund - E... |
|
|
TXN |
Texas Instruments Inc |
103 |
New |
$185.32 |
$285,000 |
1,672 |
0.04% |
285,000 |
1,672 |
0 |
Semiconductor- Broad... |
|
|
IXC |
iShares tr S&P Glbl Energy |
111 |
New |
$43.80 |
$258,000 |
6,598 |
0.04% |
258,000 |
6,598 |
0.007 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
115 |
New |
$171.58 |
$239,000 |
1,698 |
0.04% |
239,000 |
1,698 |
0 |
Search Engines & Info... |
|
|
BSV |
Vanguard Short-Term Bond |
117 |
New |
$76.28 |
$228,000 |
2,956 |
0.03% |
228,000 |
2,956 |
0.016 |
Closed - End Fund - E... |
|
|
PH |
Parker Hannifin Corp |
121 |
New |
$560.69 |
$218,000 |
473 |
0.03% |
218,000 |
473 |
0 |
Industrial Equipment ... |
|
|
AMD |
Advanced Micro Devices Inc |
122 |
New |
$152.39 |
$213,000 |
1,444 |
0.03% |
213,000 |
1,444 |
0 |
Semiconductor- Broad... |
|
|
BBT |
Truist Financial Corp |
123 |
New |
$35.64 |
$212,000 |
5,737 |
0.03% |
212,000 |
5,737 |
0 |
Domestic Regional Banks |
|
|
MAR |
Marriott International Inc |
125 |
New |
$237.54 |
$204,000 |
906 |
0.03% |
204,000 |
906 |
0 |
Lodging |
|
