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| Name: |
INSTRUMENTAL WEALTH LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33609 |
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data |
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Filing Period: |
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| Holdings
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20 |
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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 |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
|
- |
$0.00 |
$10,247,000 |
200,690 |
% |
428,000 |
4,537 |
0 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
|
- |
$184.22 |
$10,086,000 |
58,320 |
% |
1,051,000 |
244 |
0 |
N/A |
|
|
ICOW |
Pacer Developed Markets Int... |
|
- |
$0.00 |
$6,459,000 |
210,531 |
% |
400,000 |
8,216 |
0.234 |
N/A |
|
|
HACK |
Amplify Cybersecurity Etf |
|
- |
$63.39 |
$3,890,000 |
61,594 |
% |
634,000 |
831 |
0 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
|
- |
$82.89 |
$3,173,000 |
37,725 |
% |
358,000 |
827 |
0 |
N/A |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
|
- |
$0.00 |
$3,037,000 |
65,009 |
% |
405,000 |
1,396 |
0 |
N/A |
|
|
IAU |
iShares COMEX Gold Trust |
|
- |
$44.68 |
$2,165,000 |
56,848 |
% |
177,000 |
2,231 |
0 |
N/A |
|
|
ICLN |
iShares S&P Global Clean En... |
|
- |
$13.84 |
$1,332,000 |
95,517 |
% |
189,000 |
15,574 |
0 |
N/A |
|
|
PBW |
Invesco WilderHill Clean En... |
|
- |
$21.06 |
$1,119,000 |
46,458 |
% |
14,000 |
9,735 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$414.74 |
$952,000 |
2,364 |
% |
217,000 |
150 |
0 |
N/A |
|
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AMZN |
Amazon.com Inc |
|
- |
$187.48 |
$734,000 |
4,679 |
% |
119,000 |
2 |
0 |
N/A |
|
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UP |
Wheels Up Experience Ord Sh... |
|
- |
$2.25 |
$531,000 |
156,305 |
% |
467,000 |
118,699 |
0 |
N/A |
|
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NVDA |
NVIDIA Corporation |
|
- |
$898.78 |
$490,000 |
799 |
% |
157,000 |
42 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$170.29 |
$458,000 |
3,049 |
% |
46,000 |
128 |
0 |
N/A |
|
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XOM |
Exxon Mobil Corp |
|
- |
$117.96 |
$384,000 |
3,860 |
% |
-28,000 |
163 |
0 |
N/A |
|
|
FTEC |
Fidelity Msci Information T... |
|
- |
$153.53 |
$306,000 |
2,030 |
% |
52,000 |
18 |
0 |
N/A |
|
|
JPZ |
Nuveen Equity Premium Incom... |
|
- |
$13.14 |
$281,000 |
21,840 |
% |
11,000 |
323 |
0 |
N/A |
|
|
PFF |
iShares S&P U.S. Preferred ... |
|
- |
$31.40 |
$260,000 |
8,219 |
% |
37,000 |
448 |
0 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
|
- |
$177.81 |
$217,000 |
1,043 |
% |
-44,000 |
20 |
0 |
Auto Manufacturers |
|
|
PTY |
Pimco Corporate Opportunity... |
|
- |
$14.09 |
$165,000 |
11,994 |
% |
29,000 |
799 |
0 |
N/A |
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