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Name: |
Rinkey Investments |
City: |
San Diego |
State: |
CA |
Zip: |
92122 |
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Holdings
Found :
12 |
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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 |
|
IWM |
iShares Tr Russell 2000 Indx |
18 |
New |
$209.44 |
$3,717,000 |
17,673 |
1.35% |
3,717,000 |
17,673 |
0.001 |
Closed - End Fund - E... |
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AON |
Aon Plc |
39 |
New |
$287.79 |
$784,000 |
2,350 |
0.29% |
784,000 |
2,350 |
0.001 |
Life & Health Insurance |
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ACN |
Accenture Plc |
41 |
New |
$308.52 |
$713,000 |
2,057 |
0.26% |
713,000 |
2,057 |
0 |
Management Services |
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BN |
BROOKFIELD Corp |
48 |
New |
$44.85 |
$525,000 |
12,550 |
0.19% |
525,000 |
12,550 |
0.001 |
N/A |
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NVG |
Nuveen Insured Dividend Adv... |
50 |
New |
$11.97 |
$503,000 |
41,400 |
0.18% |
503,000 |
41,400 |
0.019 |
Closed - End Fund - Debt |
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NZF |
Nuveen Dividend Advantage M... |
51 |
New |
$12.06 |
$501,000 |
40,925 |
0.18% |
501,000 |
40,925 |
0.021 |
Closed - End Fund - Debt |
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BYM |
Blackrock Insured Municipal... |
55 |
New |
$11.23 |
$351,000 |
30,300 |
0.13% |
351,000 |
30,300 |
0.115 |
Closed - End Fund - Debt |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
56 |
New |
$0.00 |
$342,000 |
3,722 |
0.12% |
342,000 |
3,722 |
0 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
57 |
New |
$946.30 |
$341,000 |
377 |
0.12% |
341,000 |
377 |
0 |
Semiconductor - Speci... |
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O |
Realty Income Corp |
66 |
New |
$55.11 |
$233,000 |
4,309 |
0.08% |
233,000 |
4,309 |
0.001 |
REIT - Retail |
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IBIT |
iShares Bitcoin Trust |
67 |
New |
$37.67 |
$229,000 |
5,649 |
0.08% |
229,000 |
5,649 |
0.063 |
N/A |
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GOVT |
Ishares Barclays Us Treasur... |
68 |
New |
$0.00 |
$218,000 |
9,571 |
0.08% |
218,000 |
9,571 |
0 |
N/A |
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