Wealth & Pension Services Group, Inc. holdings history

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144 is the total number of securities Wealth & Pension Services Group, Inc. has owned. The longest Wealth & Pension Services Group, Inc. has owned a single stock is 6 quarters.

Wealth & Pension Services Group, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPLG SPDR SERIES TRUST PORT...665.07%7.19%11.93%Q2 2018Q3 20196
IWD ISHARES TRUST RUS 1000...663.51%5.61%10.50%Q2 2018Q3 20196
VEA VANGUARD TAX MANAGED I...662.95%4.91%9.08%Q2 2018Q3 20196
VIG VANGUARD SPECIALIZED F...663.10%4.09%6.34%Q2 2018Q3 20196
IWF ISHARES TRUST RUS 1000...661.98%3.04%5.60%Q2 2018Q3 20196
VTV VANGUARD VALUE ETF662.56%2.95%3.26%Q2 2018Q3 20196
IVV ISHARES TRUST CORE S&P...661.98%2.93%3.85%Q2 2018Q3 20196
JPST JP MORGAN ULTRA SHRT I...660.76%2.38%3.98%Q2 2018Q3 20196
SCZ ISHARES TRUST EAFE SML...661.34%1.84%3.28%Q2 2018Q3 20196
VWO VANGUARD INTL EQUITY I...661.08%1.80%3.21%Q2 2018Q3 20196
SPMD SPDR SERIES TRUST PORT...661.50%1.56%1.60%Q2 2018Q3 20196
CLNC COLONY CR REAL ESTATE INC660.90%1.49%2.57%Q2 2018Q3 20196
ITOT ISHARES TRUST CORE S&P...661.03%1.48%1.92%Q2 2018Q3 20196
USMV ISHARES TRUST MIN VOL ...661.12%1.40%1.67%Q2 2018Q3 20196
SPSM SPDR SER TR660.96%1.09%1.15%Q2 2018Q3 20196
XLF SELECT SECTOR SPDR TRU...660.84%1.04%1.54%Q2 2018Q3 20196
HRL HORMEL FOODS CORP COM660.67%0.89%1.21%Q2 2018Q3 20196
HEFA ISHARES TRUST HDG MSCI...660.24%0.79%2.70%Q2 2018Q3 20196
IEUR ISHARES TRUST CORE MSC...660.65%0.78%0.88%Q2 2018Q3 20196
MU MICRON TECHNOLOGY INC COM660.41%0.70%1.33%Q2 2018Q3 20196
DAL DELTA AIR LINES INC DEL660.49%0.62%0.86%Q2 2018Q3 20196
AOR ISHARES TRUST GRWT ALL...660.54%0.61%0.71%Q2 2018Q3 20196
FSK FS KKR CAPITAL CORP COM660.40%0.48%0.64%Q2 2018Q3 20196
VGK VANGUARD INTL EQUITY I...660.32%0.47%0.86%Q2 2018Q3 20196
EEM ISHARES TRUST MSCI EMG...660.30%0.40%0.63%Q2 2018Q3 20196
BAC BANK OF AMERICA CORPOR...660.27%0.35%0.50%Q2 2018Q3 20196
EPD ENTERPRISE PRODUCTS PA...660.23%0.27%0.37%Q2 2018Q3 20196
XXII 22ND CENTY GROUP INC660.06%0.10%0.15%Q2 2018Q3 20196
KTOVW KITOV PHARMA LTD WARRANT660.01%0.04%0.08%Q2 2018Q3 20196
IWB ISHARES TRUST RUS 1000...415.25%6.10%8.47%Q2 2018Q3 20195
SPDW SPDR INDEX SHS FDS411.50%4.37%5.14%Q2 2018Q3 20195
DGRO ISHARES TRUST CORE DIV...411.26%1.85%4.05%Q2 2018Q3 20195
AGG ISHARES TRUST CORE US ...551.53%1.78%2.30%Q3 2018Q3 20195
LRGF ISHARES TRUST MULTIFAC...411.52%1.67%2.10%Q2 2018Q3 20195
SPYG SPDR SERIES TRUST PRTF...410.97%1.43%1.70%Q2 2018Q3 20195
IGIB ISHARES TRUST INTRM TR...551.26%1.41%1.80%Q3 2018Q3 20195
USIG ISHARES TRUST BROAD US...551.19%1.34%1.72%Q3 2018Q3 20195
IWV ISHARES TRUST RUSSELL ...550.79%1.12%2.06%Q3 2018Q3 20195
SPEM SPDR INDEX SHS FDS410.58%1.10%1.27%Q2 2018Q3 20195
IJH ISHARES TRUST CORE S&P...550.52%0.96%1.66%Q3 2018Q3 20195
DVY ISHARES TRUST SELECT D...550.60%0.79%1.39%Q3 2018Q3 20195
MTUM ISHARES USA MOMENTUM F...550.57%0.71%0.79%Q3 2018Q3 20195
AAPL APPLE INC COM550.56%0.69%1.05%Q3 2018Q3 20195
IYC ISHARES U.S. CNSM SV ETF550.51%0.66%0.86%Q3 2018Q3 20195
VYM VANGUARD WHITEHALL FUN...550.57%0.65%0.82%Q3 2018Q3 20195
AOA ISHARES TRUST AGGRES A...410.58%0.64%0.81%Q2 2018Q3 20195
PDI PIMCO DYNAMIC INCOME F...410.51%0.63%0.90%Q2 2018Q3 20195
ITA ISHARES US AER DEF ETF550.37%0.60%0.87%Q3 2018Q3 20195
MBB ISHARES TRUST MBS ETF550.19%0.55%1.86%Q3 2018Q3 20195
LQDH ISHARES TRUST INT RT H...550.18%0.55%1.41%Q3 2018Q3 20195
IYY ISHARES TRUST DOW JONE...550.38%0.49%0.78%Q3 2018Q3 20195
IEMG ISHARES INC CORE MSCI ...550.45%0.49%0.53%Q3 2018Q3 20195
TIP ISHARES TRUST TIPS BD ETF550.41%0.48%0.64%Q3 2018Q3 20195
MSFT MICROSOFT CORP COM550.38%0.42%0.48%Q3 2018Q3 20195
CL COLGATE-PALMOLIVE CO COM550.34%0.37%0.44%Q3 2018Q3 20195
AMZN AMAZON.COM INC COM550.33%0.36%0.38%Q3 2018Q3 20195
IYJ ISHARES US INDUSTRIALS...550.20%0.32%0.73%Q3 2018Q3 20195
IVE ISHARES TRUST S&P 500 ...550.17%0.32%0.51%Q3 2018Q3 20195
KO COCA-COLA CO COM550.29%0.31%0.35%Q3 2018Q3 20195
VUG VANGUARD INDEX FUNDS G...550.28%0.31%0.39%Q3 2018Q3 20195
SLY SPDR SERIES TRUST S&P ...550.28%0.30%0.36%Q3 2018Q3 20195
JPM JPMORGAN CHASE & CO. COM550.22%0.27%0.34%Q3 2018Q3 20195
MUB ISHARES TRUST NATIONAL...550.24%0.26%0.31%Q3 2018Q3 20195
SPIB SPDR SERIES TRUST PORT...550.21%0.26%0.40%Q3 2018Q3 20195
LRCX LAM RESEARCH CORP COM550.17%0.26%0.42%Q3 2018Q3 20195
TFI SPDR SERIES TRUST NUVE...550.18%0.26%0.40%Q3 2018Q3 20195
HDV ISHARES TRUST CORE HIG...550.23%0.25%0.27%Q3 2018Q3 20195
XLE SELECT SECTOR SPDR TRU...550.16%0.23%0.35%Q3 2018Q3 20195
VV VANGUARD LARGE CAP ETF550.21%0.23%0.30%Q3 2018Q3 20195
PDBC INVESCO OPTIMUM YIELD ETF550.13%0.15%0.19%Q3 2018Q3 20195
IUSG ISHARES TRUST CORE S&P...441.76%2.27%2.57%Q4 2018Q3 20194
SPSB SPDR SERIES TRUST PORT...441.39%1.49%1.67%Q4 2018Q3 20194
GVI ISHARES TRUST INTRM GO...441.15%1.39%1.74%Q4 2018Q3 20194
FTVA ETF SERIES SOLUTIONS A...440.72%1.23%2.07%Q4 2018Q3 20194
DRSK ETF SERIES SOLUTIONS A...440.71%0.97%1.69%Q4 2018Q3 20194
SHV ISHARES TRUST SHORT TR...440.86%0.89%0.92%Q4 2018Q3 20194
SPTM SPDR SERIES TRUST PORT...440.79%0.83%0.88%Q4 2018Q3 20194
QQQ ISHARES INC CORE MSCI ...310.75%0.81%0.86%Q3 2018Q3 20194
LQD ISHARES TRUST IBOXX IN...440.70%0.78%0.91%Q4 2018Q3 20194
SPY SPDR S&P500 ETF TRUST ...440.18%0.76%1.45%Q4 2018Q3 20194
VGSH VANGUARD SCOTTSDALE FD...440.51%0.70%0.94%Q4 2018Q3 20194
FIBR ISHARES TRUST EDGE US ...440.49%0.66%1.16%Q4 2018Q3 20194
CFO VICTORY PORTFOLIOS II ...440.46%0.54%0.58%Q4 2018Q3 20194
IWR ISHARES TRUST RUS MID ...440.49%0.52%0.53%Q4 2018Q3 20194
VB VANGUARD INDEX FUNDS S...440.46%0.51%0.56%Q4 2018Q3 20194
IYR ISHARES TRUST U.S. REA...440.49%0.51%0.52%Q4 2018Q3 20194
CDC VICTORY PORTFOLIOS II ...440.44%0.46%0.46%Q4 2018Q3 20194
PG PROCTER & GAMBLE CO COM440.32%0.41%0.49%Q4 2018Q3 20194
VGT VANGUARD WORLD FDS INF...440.28%0.41%0.50%Q4 2018Q3 20194
VO VANGUARD INDEX FUNDS M...440.32%0.33%0.34%Q4 2018Q3 20194
CB CHUBB LIMITED COM440.24%0.27%0.29%Q4 2018Q3 20194
CIZ VICTORY PORTFOLIOS II ...440.23%0.24%0.27%Q4 2018Q3 20194
VTI VANGUARD INDEX FUNDS T...440.21%0.22%0.23%Q4 2018Q3 20194
HD HOME DEPOT INC COM440.19%0.20%0.21%Q4 2018Q3 20194
BAB INVESCO EXCHANGE TRADE...440.15%0.16%0.18%Q4 2018Q3 20194
IEI ISHARES TRUST 3 7 YR T...331.60%1.61%1.61%Q1 2019Q3 20193
GOVT ISHARES TRUST US TREAS...331.08%1.10%1.13%Q1 2019Q3 20193
RLY SSGA ACTIVE ETF TRUST ...330.83%0.94%1.00%Q2 2018Q4 20183
IWN ISHARES TRUST RUS 2000...330.60%0.84%1.25%Q3 2018Q1 20193
JMST JP MORGAN ETF TRUST UL...330.47%0.56%0.62%Q1 2019Q3 20193
IDU ISHARES TRUST U.S. UTI...330.27%0.52%1.02%Q1 2019Q3 20193
USFR WISDOMTREE TRUST FLOAT...330.44%0.48%0.51%Q1 2019Q3 20193
QUAL ISHARES TRUST USA QUAL...330.33%0.43%0.59%Q1 2019Q3 20193
IWY ISHARES TRUST RUS TP20...330.37%0.37%0.38%Q1 2019Q3 20193
IYH ISHARES TRUST US HLTHC...330.31%0.35%0.38%Q1 2019Q3 20193
ACWV ISHARES INC MIN VOL GB...330.30%0.31%0.32%Q1 2019Q3 20193
SMLF ISHARES TRUST MULTIFAC...330.26%0.27%0.28%Q1 2019Q3 20193
FEM FIRST TRUST EXCH TRADE...330.24%0.25%0.26%Q1 2019Q3 20193
LMBS FIRST TR EXCHANGE TRAD...330.17%0.22%0.25%Q1 2019Q3 20193
IWL ISHARES TRUST RUS TOP ...330.20%0.20%0.21%Q1 2019Q3 20193
IVR INVESCO MORTGAGE CAPIT...330.14%0.20%0.26%Q2 2018Q4 20183
MCD MCDONALD'S CORPORATION...330.17%0.18%0.18%Q1 2019Q3 20193
OEF ISHARES TRUST S&P 100 ETF330.16%0.16%0.16%Q1 2019Q3 20193
LXRX LEXICON PHARMACEUTICAL...330.02%0.04%0.05%Q1 2019Q3 20193
SENS SENSEONICS HOLDINGS IN...330.01%0.03%0.04%Q1 2019Q3 20193
PFF ISHARES TR220.86%1.04%1.22%Q2 2018Q3 20182
EES WISDOMTREE TRUST US SM...220.40%0.44%0.47%Q2 2019Q3 20192
FXO FIRST TRUST EXCH TRADE...220.25%0.25%0.25%Q2 2019Q3 20192
CERN CERNER CORP COM110.15%0.19%0.22%Q3 2018Q2 20192
PCI PIMCO DYNAMIC CREDIT I...220.15%0.15%0.16%Q2 2019Q3 20192
AFIN AMERICAN FINANCE TRUST...220.14%0.15%0.15%Q4 2018Q1 20192
ICSH ISHARES TRUST ULTR SH ...220.14%0.14%0.14%Q2 2019Q3 20192
TA TRAVELCENTERS OF AMERI...220.04%0.06%0.08%Q1 2019Q2 20192
ACB AURORA CANNABIS INC COM220.04%0.05%0.06%Q2 2019Q3 20192
TAIL CAMBRIA ETF TRUST TAIL...111.89%1.89%1.89%Q4 2018Q4 20181
HYG ISHARES IBOXX HI YD ETF111.81%1.81%1.81%Q3 2018Q3 20181
ADME ETF SERIES SOLUTIONS A...110.80%0.80%0.80%Q4 2018Q4 20181
ILCB ISHARES MRNGSTR LG-CP ...110.77%0.77%0.77%Q3 2018Q3 20181
HEZU ISHARES TR110.77%0.77%0.77%Q2 2018Q2 20181
HEFV ISHARES TR110.66%0.66%0.66%Q2 2018Q2 20181
GLD SPDR GOLD TRUST GOLD SHS110.65%0.65%0.65%Q3 2019Q3 20191
IWM ISHARES RUSSELL 2000 ETF110.51%0.51%0.51%Q3 2018Q3 20181
EWZ ISHARES MSCI BRAZIL ETF110.48%0.48%0.48%Q3 2018Q3 20181
KRE SPDR FTSE S&P REGL BKG...110.34%0.34%0.34%Q3 2018Q3 20181
EMLC VANECK VECTORS ETF TR110.29%0.29%0.29%Q2 2018Q2 20181
VXUS VANGUARD VG TL INTL ST...110.27%0.27%0.27%Q3 2018Q3 20181
IJT ISHARES S&P SML 600 GW...110.25%0.25%0.25%Q3 2018Q3 20181
EFA ISHARES MSCI EAFE ETF110.22%0.22%0.22%Q3 2018Q3 20181
REZ ISHARES TRUST RESIDNL ...110.18%0.18%0.18%Q3 2019Q3 20191
NVDA NVIDIA CORP COM110.16%0.16%0.16%Q1 2019Q1 20191
T AT&T INC COM110.16%0.16%0.16%Q2 2019Q2 20191
IBHA ISHARES TRUST IBONDS 2...110.15%0.15%0.15%Q3 2019Q3 20191
F FORD MOTOR CO COM110.08%0.08%0.08%Q2 2019Q2 20191
NOK NOKIA CORP110.04%0.04%0.04%Q3 2019Q3 20191
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The securities at the top of the list , including SPDR SERIES TRUST PORTFOLIO LR ETF, ISHARES TRUST RUS 1000 VAL ETF, and VANGUARD TAX MANAGED INTL FD, are the highest-conviction holdings of Wealth & Pension Services Group, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Wealth & Pension Services Group, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealth & Pension Services Group, Inc. owns currently or has owned in the past.