| |
|
|
| Name: |
Engrave Wealth Partners LLC |
| City: |
SPRING |
| State: |
TX |
| Zip: |
77380 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
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 |
29 |
- |
$342.87 |
$1,269,000 |
4,185 |
0.36% |
156,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
NOC |
Northrop Grumman Corp |
32 |
- |
$470.22 |
$1,048,000 |
2,238 |
0.3% |
63,000 |
0 |
0.001 |
Aerospace/Defense - M... |
|
|
CSX |
CSX Corp |
33 |
- |
$33.52 |
$1,015,000 |
29,265 |
0.29% |
115,000 |
0 |
0.001 |
Railroads |
|
|
SLF |
Sun Life Financial Inc (USA) |
46 |
- |
$51.70 |
$546,000 |
10,519 |
0.16% |
33,000 |
0 |
0.002 |
Life & Health Insurance |
|
|
STEL |
Stellar Bancorp Ord Shs |
53 |
- |
$29.25 |
$384,000 |
13,793 |
0.11% |
90,000 |
0 |
0.026 |
N/A |
|
|
PSX |
Phillips 66 |
56 |
- |
$147.08 |
$367,000 |
2,760 |
0.1% |
35,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
|
|
PWR |
Quanta Services Inc |
61 |
- |
$264.40 |
$314,000 |
1,454 |
0.09% |
42,000 |
0 |
0.001 |
General Contractors |
|
|
LOW |
Lowes Companies Inc |
62 |
- |
$231.11 |
$304,000 |
1,367 |
0.09% |
20,000 |
0 |
0 |
Home Improvement Stores |
|
|
AFL |
AFLAC Inc |
66 |
- |
$88.37 |
$261,000 |
3,161 |
0.07% |
18,000 |
0 |
0 |
Life & Health Insurance |
|
|
MRK |
Merck & Co Inc |
70 |
- |
$131.20 |
$231,000 |
2,120 |
0.07% |
13,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
NUTX |
Nutex Health, Inc |
80 |
- |
$0.08 |
$57,000 |
318,005 |
0.02% |
-7,000 |
0 |
0.049 |
N/A |
|
