Chessman Wealth Strategies RIA - Q4 2019 holdings

$211 Thousand is the total value of Chessman Wealth Strategies RIA's 1 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 80.0% .

 Value Shares↓ Weighting
SPIB SellSPDR SERIES TRUSTportfolio intrmd$211,000
-58.5%
5,974
-58.5%
100.00%
+621.9%
SPYG ExitSPDR SERIES TRUSTprtflo s&p500 gw$0-6,127
-100.0%
-6.49%
ELD ExitWISDOMTREE TRem lcl debt fd$0-13,897
-100.0%
-13.04%
PLW ExitINVESCO EXCHNG TRADED FD TR1 30 lader tre$0-13,972
-100.0%
-13.55%
OGE ExitOGE ENERGY CORP$0-42,877
-100.0%
-53.07%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-01-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SERIES TRUST8Q3 201916.2%
OGE ENERGY CORP8Q3 201953.1%
ISHARES TR7Q2 201913.9%
SPDR SERIES TRUST7Q2 201912.4%
SPDR SERIES TRUST7Q2 20199.5%
ROCKWELL AUTOMATION INC7Q2 20191.4%
FIRST TR NASDAQ100 TECH INDE6Q2 20199.5%
EXXON MOBIL CORP6Q1 20190.5%
JPMORGAN CHASE & CO6Q1 20190.5%
LEGACY TEX FINL GROUP INC6Q1 20190.3%

View Chessman Wealth Strategies RIA's complete holdings history.

Latest filings
TypeFiled
13F-HR2020-01-17
13F-HR2019-10-25
13F-HR2019-07-19
13F-HR2019-04-09
13F-HR2019-01-14
13F-HR2018-10-12
13F-HR2018-07-13
13F-HR2018-05-09
13F-HR2018-01-30

View Chessman Wealth Strategies RIA's complete filings history.

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