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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
Found :
14 |
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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 |
|
IVW |
ishares tr S&P 500 BARRA GR |
|
- |
$84.71 |
$12,035,000 |
153,493 |
% |
1,137,000 |
-1,529 |
0 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
|
- |
$59.81 |
$10,862,000 |
39,708 |
% |
427,000 |
-1,946 |
0 |
N/A |
|
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IVV |
iShares Core S&P 500 Etf |
|
- |
$523.39 |
$7,240,000 |
14,849 |
% |
575,000 |
-367 |
0 |
N/A |
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AAPL |
Apple Inc |
|
- |
$183.05 |
$1,198,000 |
6,160 |
% |
76,000 |
-173 |
0 |
N/A |
|
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IWB |
ishares trust Russell 1000 |
|
- |
$286.17 |
$1,176,000 |
4,404 |
% |
116,000 |
-22 |
0 |
N/A |
|
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MRK |
Merck & Co Inc |
|
- |
$131.20 |
$396,000 |
3,335 |
% |
41,000 |
-73 |
0 |
Drug Manufacturers - ... |
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FB |
Meta Platforms Inc |
|
- |
$476.20 |
$362,000 |
926 |
% |
41,000 |
-64 |
0 |
N/A |
|
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XOVR |
Spdr Bofa Merrill Lynch Cro... |
|
- |
$23.17 |
$325,000 |
13,945 |
% |
18,000 |
-22 |
0 |
N/A |
|
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CVX |
Chevron Corp |
|
- |
$165.82 |
$291,000 |
2,008 |
% |
-97,000 |
-305 |
0 |
N/A |
|
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GOOGL |
Alphabet Inc |
|
- |
$168.65 |
$273,000 |
1,839 |
% |
9,000 |
-53 |
0 |
N/A |
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KO |
Coca-Cola Co |
|
- |
$63.26 |
$263,000 |
4,470 |
% |
17,000 |
-77 |
0 |
N/A |
|
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IEMG |
Ishares Core Msci Emerging ... |
|
- |
$53.31 |
$217,000 |
4,438 |
% |
-1,000 |
-129 |
0 |
N/A |
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VWO |
Vanguard Emerging Markets S... |
|
- |
$43.46 |
$207,000 |
5,175 |
% |
-4,000 |
-206 |
0 |
N/A |
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HRTG |
Heritage Insurance Holdings... |
|
- |
$8.81 |
$83,000 |
13,291 |
% |
-65,000 |
-14,500 |
0 |
N/A |
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