$206 Million is the total value of WT Wealth Management's 94 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | ISHARES TRcore s&p500 etf | $582,462 | +7.1% | 1,516 | 0.0% | 0.28% | +3.3% | |
PHK | PIMCO HIGH INCOME FD | $98,824 | +1.9% | 20,893 | 0.0% | 0.05% | -2.0% | |
JQC | NUVEEN CR STRATEGIES INCOME | $78,834 | -0.2% | 15,488 | 0.0% | 0.04% | -5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 17 | Q3 2023 | 20.7% |
SCHWAB STRATEGIC TR | 17 | Q3 2023 | 6.9% |
INVESCO EXCH TRADED FD TR II | 17 | Q3 2023 | 5.3% |
ISHARES TR | 17 | Q3 2023 | 5.4% |
ISHARES TR | 17 | Q3 2023 | 5.6% |
AMAZON COM INC | 17 | Q3 2023 | 2.9% |
ABRDN GOLD ETF TRUST | 17 | Q3 2023 | 5.8% |
APPLE INC | 17 | Q3 2023 | 2.6% |
SCHWAB STRATEGIC TR | 17 | Q3 2023 | 7.4% |
ALPHABET INC | 17 | Q3 2023 | 2.3% |
View WT Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-12-04 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-26 |
13F-HR | 2022-05-06 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-15 |
View WT Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.