$157 Million is the total value of Capital Wealth Alliance, LLC's 134 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PHYS | Sell | SPROTT PHYSICAL GOLD TR UNITunit | $10,520,000 | +1.4% | 735,701 | -4.9% | 6.72% | -3.1% |
| PSLV | Buy | SPROTT PHYSICAL SILVER TR TR UNITtr unit | $10,120,000 | +9.9% | 1,150,967 | +9.8% | 6.47% | +5.1% |
| ABT | Sell | ABBOTT LABS | $8,771,000 | -2.7% | 73,843 | -1.9% | 5.60% | -7.0% |
| AFIF | Buy | ANFIELD UNIVERSAL FIXED INCOME ETFanfield unvl etf | $4,983,000 | +25.3% | 511,347 | +24.9% | 3.18% | +19.7% |
| IWB | Buy | ISHARES TR RUS 1000 ETFrus 1000 etf | $4,568,000 | +16.5% | 19,090 | +8.9% | 2.92% | +11.3% |
| IWP | Buy | ISHARES TR RUS MD CP GR ETFrus md cp gr etf | $4,040,000 | +16.4% | 36,939 | +8.6% | 2.58% | +11.2% |
| AESR | Buy | ANFIELD U.S. EQUITY SECTOR ROTATION ETFanfield us equ | $3,652,000 | +17.0% | 272,113 | +9.7% | 2.33% | +11.9% |
| AAPL | Buy | APPLE INCORPORATED | $3,580,000 | +21.4% | 25,137 | +4.1% | 2.29% | +16.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWcl b new | $2,931,000 | +6.0% | 10,750 | -0.7% | 1.87% | +1.3% |
| IWM | Buy | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $2,800,000 | +2.3% | 13,227 | +6.8% | 1.79% | -2.2% |
| ABBV | Sell | ABBVIE INCORPORATED | $2,790,000 | +6.4% | 24,181 | -0.2% | 1.78% | +1.7% |
| OUNZ | Buy | VANECK MERK GOLD TRUSTgold trust | $2,539,000 | +11.0% | 144,022 | +4.6% | 1.62% | +6.0% |
| GDX | Buy | VANECK VECTORS GOLD MINERS ETFgold miners etf | $2,453,000 | +3.9% | 73,857 | +1.5% | 1.57% | -0.8% |
| SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $2,406,000 | +9.3% | 56,183 | +9.3% | 1.54% | +4.4% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFreal estate etf | $2,243,000 | +23.4% | 21,696 | +9.6% | 1.43% | +17.9% |
| IYG | Buy | ISHARES TR U.S. FIN SVC ETFu.s. fin svc etf | $2,045,000 | +4.4% | 11,451 | +0.1% | 1.31% | -0.2% |
| EFA | Buy | ISHARES TR MSCI EAFE ETFmsci eafe etf | $2,008,000 | +11.1% | 26,120 | +9.6% | 1.28% | +6.2% |
| MSTR | Sell | MICROSTRATEGY INCORPORATED CLASS A NEWcl a new | $2,000,000 | -27.8% | 4,012 | -1.7% | 1.28% | -31.0% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $1,985,000 | +13.4% | 532,208 | +5.4% | 1.27% | +8.3% |
| PDP | Buy | INVESCO DWA MOMENTUM ETFdwa momentum | $1,984,000 | +5.7% | 22,805 | +3.2% | 1.27% | +1.0% |
| ACTG | Buy | ACACIA RESH CORPORATION ACACIA TCH COM | $1,909,000 | -8.7% | 328,645 | +4.4% | 1.22% | -12.8% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $1,902,000 | +395.3% | 12,963 | +377.8% | 1.22% | +372.8% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-US ETFallwrld ex us | $1,832,000 | +4.5% | 29,824 | +3.2% | 1.17% | -0.1% |
| FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX FUNDtech alphadex | $1,719,000 | +6.9% | 14,366 | +1.3% | 1.10% | +2.1% |
| SHY | Sell | ISHARES TR 1 3 YR TREAS BD1 3 yr treas bd | $1,666,000 | -10.6% | 19,327 | -10.6% | 1.06% | -14.5% |
| FXZ | Buy | FIRST TRUST MATERIALS ALPHADEX FUNDmaterials alph | $1,592,000 | -1.7% | 29,634 | +0.8% | 1.02% | -6.1% |
| QTEC | Buy | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $1,585,000 | +7.8% | 10,351 | +1.5% | 1.01% | +3.1% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf | $1,574,000 | +5.2% | 5,130 | +1.3% | 1.01% | +0.6% |
| FXD | Buy | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDconsumr discre | $1,518,000 | +1.0% | 26,164 | +1.3% | 0.97% | -3.5% |
| PSJ | Buy | INVESCO DYNAMIC SOFTWARE ETFdynmc software | $1,438,000 | +2.2% | 9,257 | +2.2% | 0.92% | -2.3% |
| QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFnasdaqnxtgen100 | $1,426,000 | +5.6% | 43,501 | +2.5% | 0.91% | +0.9% |
| DWAS | Buy | INVESCO DWA SMALLCAP MOMENTUM ETFdwa smlcp ment | $1,408,000 | -4.0% | 17,688 | +2.6% | 0.90% | -8.2% |
| VGSH | Sell | VANGUARD SHORT-TERM TREASURY ETFshort term treas | $1,401,000 | -17.6% | 22,793 | -17.5% | 0.90% | -21.2% |
| AIRR | Buy | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFrba indl etf | $1,399,000 | -4.0% | 36,282 | +0.9% | 0.89% | -8.3% |
| RJA | Buy | ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - AGRICULTURE TOTAL RETURN ETNrog agri etn22 | $1,392,000 | +31.4% | 183,659 | +20.5% | 0.89% | +25.6% |
| TIP | Buy | ISHARES TR TIPS BD ETFtips bd etf | $1,390,000 | +3.2% | 10,776 | +0.4% | 0.89% | -1.3% |
| DIS | Buy | DISNEY WALT COMPANY | $1,313,000 | +0.7% | 7,592 | +7.4% | 0.84% | -3.8% |
| TFLO | Sell | ISHARES TR TRS FLT RT BDtrs flt rt bd | $1,239,000 | -2.4% | 24,658 | -2.3% | 0.79% | -6.6% |
| IXUS | Buy | ISHARES TR CORE MSCI TOTALcore msci total | $1,225,000 | +4.6% | 17,271 | +3.6% | 0.78% | 0.0% |
| PEZ | Buy | INVESCO DWA CONSUMER CYCLICALSMOMENTUM ETFdwa cyclicals | $1,216,000 | -4.3% | 14,646 | +1.5% | 0.78% | -8.6% |
| NVTA | Sell | INVITAE CORPORATION | $1,150,000 | -25.1% | 40,000 | -0.5% | 0.74% | -28.4% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFshrt trm corp bd | $1,144,000 | -4.0% | 13,835 | -4.3% | 0.73% | -8.3% |
| DALT | Buy | ANFIELD CAPITAL DIVERSIFIED ALTERNATIVES ETFanfield cap di | $1,127,000 | +13.6% | 109,214 | +10.1% | 0.72% | +8.6% |
| FXH | Sell | FIRST TRUST HEALTH CARE ALPHADEX FUNDhlth care alph | $1,117,000 | -27.8% | 9,529 | -33.2% | 0.71% | -30.9% |
| PRN | Sell | INVESCO DWA INDUSTRIALS MOMENTUM ETFdwa indls mumt | $1,073,000 | -37.0% | 11,320 | -32.0% | 0.69% | -39.7% |
| FTSM | Sell | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORTfirst tr enh new | $1,056,000 | -0.6% | 17,624 | -0.6% | 0.68% | -4.9% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFultra shrt inc | $1,035,000 | -9.4% | 20,424 | -9.4% | 0.66% | -13.5% |
| FAX | Sell | ABERDEEN ASIA-PACIFIC INCOME F | $1,032,000 | +3.2% | 242,989 | -0.6% | 0.66% | -1.5% |
| MSFT | Buy | MICROSOFT CORPORATION | $1,006,000 | +23.0% | 3,632 | +4.6% | 0.64% | +17.6% |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITtr unit | $988,000 | +6.6% | 53,387 | 0.0% | 0.63% | +1.8% | |
| GNT | Sell | GAMCO NAT RES GOLD & INCOME TR SH BEN INTsh ben int | $979,000 | +2.9% | 186,860 | -1.5% | 0.63% | -1.6% |
| PSI | Buy | INVESCO DYNAMIC SEMICONDUCTORS ETFdynmc semicndt | $973,000 | -0.1% | 8,265 | +2.1% | 0.62% | -4.5% |
| MUB | Sell | ISHARES TR NATIONAL MUN ETFnational mun etf | $956,000 | +1.3% | 8,115 | -0.3% | 0.61% | -3.2% |
| LII | LENNOX INTERNATIONAL INCORPORATED | $932,000 | +1.7% | 2,940 | 0.0% | 0.60% | -2.6% | |
| QAI | Buy | IQ HEDGE MULTI-STRATEGY TRACKER ETFhedge mlti etf | $913,000 | +1.2% | 28,573 | +0.6% | 0.58% | -3.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORPORATION | $899,000 | +5.9% | 11,096 | +0.9% | 0.57% | +1.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INCORPORATED | $862,000 | -21.4% | 18,931 | -5.3% | 0.55% | -24.8% |
| PGX | Buy | INVESCO PREFERRED ETFpfd etf | $843,000 | +17.9% | 55,849 | +17.1% | 0.54% | +12.8% |
| TOTL | Sell | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFspdr tr tactic | $843,000 | -5.5% | 17,376 | -6.1% | 0.54% | -9.6% |
| SCZ | Buy | ISHARES TR EAFE SML CP ETFeafe sml cp etf | $789,000 | +12.9% | 10,928 | +12.3% | 0.50% | +7.9% |
| TSLA | Buy | TESLA INCORPORATED | $763,000 | +39.0% | 1,181 | +43.5% | 0.49% | +33.0% |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $762,000 | +6.1% | 56,674 | +4.2% | 0.49% | +1.5% |
| GIS | Buy | GENERAL MLS INCORPORATED | $704,000 | +0.7% | 11,604 | +1.8% | 0.45% | -3.6% |
| JQC | Buy | NUVEEN CR STRATEGIES INCOME FD COM SHS | $702,000 | +54.3% | 110,790 | +58.2% | 0.45% | +47.7% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFsml cp grw etf | $695,000 | -42.5% | 2,541 | -42.3% | 0.44% | -45.0% |
| SQ | Buy | SQUARE INCORPORATED CLASS Acl a | $677,000 | +5.3% | 2,899 | +2.3% | 0.43% | +0.7% |
| IDV | Buy | ISHARES TR INTL SEL DIV ETFintl sel div etf | $674,000 | +3.4% | 21,541 | +3.9% | 0.43% | -1.1% |
| PTE | Buy | POLARITYTE INCORPORATED | $643,000 | +4.6% | 836,877 | +50.8% | 0.41% | 0.0% |
| IEMG | Buy | ISHARES INCORPORATED CORE MSCI EMKTcore msci emkt | $630,000 | +4.8% | 9,794 | +4.7% | 0.40% | +0.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $624,000 | +4.7% | 3,744 | +3.1% | 0.40% | +0.3% |
| PYZ | Sell | INVESCO DWA BASIC MATERIALS MOMENTUM ETFdwa basic matl | $603,000 | -4.4% | 7,545 | -0.7% | 0.38% | -8.8% |
| RCL | ROYAL CARIBBEAN GROUP | $583,000 | -18.8% | 8,394 | 0.0% | 0.37% | -22.3% | |
| PIO | Buy | INVESCO GLOBAL WATER RESOURCES ETFglobal water | $570,000 | +75.9% | 14,256 | +59.2% | 0.36% | +67.7% |
| UGA | Buy | UNITED STATES GASOLINE FUND, LPunits | $564,000 | +46.5% | 16,773 | +36.9% | 0.36% | +40.1% |
| BA | Buy | BOEING COMPANY | $557,000 | -17.5% | 2,693 | +1.6% | 0.36% | -21.1% |
| NCLH | NORWEGIAN CRUISE LINE HLDG LIMITED SHS | $551,000 | -20.7% | 25,224 | 0.0% | 0.35% | -24.3% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $544,000 | +4.0% | 10,435 | +3.7% | 0.35% | -0.6% |
| RGI | New | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFs&p500 eql ind | $540,000 | – | 2,968 | +100.0% | 0.34% | – |
| FTF | Buy | FRANKLIN LIMITED DURATION INCOME T | $523,000 | +33.1% | 57,264 | +33.8% | 0.33% | +27.0% |
| EEM | Sell | ISHARES TR MSCI EMG MKT ETFmsci emg mkt etf | $514,000 | -51.6% | 9,765 | -51.0% | 0.33% | -53.8% |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUNDfinls alphadex | $505,000 | -0.4% | 12,199 | 0.0% | 0.32% | -4.7% | |
| SGOL | Sell | ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF | $504,000 | -23.1% | 28,954 | -27.6% | 0.32% | -26.5% |
| IWN | New | ISHARES TR RUS 2000 VAL ETFrus 2000 val etf | $498,000 | – | 3,260 | +100.0% | 0.32% | – |
| USMV | Sell | ISHARES TR MSCI USA MIN VOLmsci usa min vol | $493,000 | +3.1% | 6,611 | -4.5% | 0.32% | -1.6% |
| PYPL | Buy | PAYPAL HLDGS INCORPORATED | $454,000 | +83.1% | 1,543 | +50.8% | 0.29% | +74.7% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTut ser 1 | $444,000 | +22.7% | 1,307 | +19.0% | 0.28% | +17.4% |
| XME | New | SPDR S&P METALS & MINING ETFs&p metals mng | $419,000 | – | 10,636 | +100.0% | 0.27% | – |
| BRKA | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS Acl a | $410,000 | +6.5% | 1 | 0.0% | 0.26% | +1.9% | |
| V | Buy | VISA INCORPORATED COM CLASS A | $386,000 | +46.2% | 1,609 | +29.0% | 0.25% | +40.3% |
| JPM | Buy | JPMORGAN CHASE & COMPANY | $386,000 | -3.3% | 2,627 | +0.1% | 0.25% | -7.5% |
| HFXI | Buy | IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETFhdgd ftse intl | $384,000 | +2.7% | 15,880 | +1.4% | 0.24% | -2.0% |
| IDLV | Buy | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFs&p intl low | $382,000 | +4.7% | 12,391 | +3.1% | 0.24% | 0.0% |
| DOW | Buy | DOW INCORPORATED | $377,000 | -8.9% | 6,532 | +0.7% | 0.24% | -13.0% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE FD | $376,000 | +62.1% | 32,926 | +90.4% | 0.24% | +54.8% |
| T | Sell | AT&T INCORPORATED | $353,000 | -19.8% | 12,726 | -12.5% | 0.23% | -23.1% |
| QQQ | Buy | INVESCO QQQunit ser 1 | $353,000 | +28.4% | 991 | +13.9% | 0.23% | +22.8% |
| BABA | Buy | ALIBABA GROUP HLDG LIMITED SPONSORED ADSsponsored ads | $346,000 | -5.7% | 1,659 | +2.5% | 0.22% | -9.8% |
| CCL | Buy | CARNIVAL CORPORATION PAIRED CTFunit 99/99/9999 | $343,000 | -23.6% | 17,420 | +3.0% | 0.22% | -27.0% |
| SUB | Buy | ISHARES TR SHRT NAT MUN ETFshrt nat mun etf | $320,000 | +0.6% | 2,968 | +0.4% | 0.20% | -4.2% |
| AMZN | New | AMAZON COM INCORPORATED | $319,000 | – | 90 | +100.0% | 0.20% | – |
| SIX | Buy | SIX FLAGS ENTERTAINMENT CORPORATION NEW | $317,000 | -18.7% | 8,740 | +4.1% | 0.20% | -22.2% |
| SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETF | $306,000 | +3.0% | 12,615 | 0.0% | 0.20% | -1.5% | |
| PG | Buy | PROCTER AND GAMBLE COMPANY | $307,000 | +30.1% | 2,191 | +25.5% | 0.20% | +24.1% |
| MA | Buy | MASTERCARD INCORPORATED CLASS Acl a | $306,000 | +2.7% | 838 | +0.1% | 0.20% | -1.5% |
| MGM | MGM RESORTS INTERNATIONAL | $304,000 | -3.8% | 8,319 | 0.0% | 0.19% | -8.1% | |
| AAL | Sell | AMERICAN AIRLS GROUP INCORPORATED | $303,000 | -20.7% | 15,989 | -0.0% | 0.19% | -23.9% |
| ETY | Buy | EATON VANCE TAX-MANAGED DIVERS | $294,000 | +10.9% | 20,785 | +0.0% | 0.19% | +6.2% |
| RCS | Buy | PIMCO STRATEGIC INCOME FD | $284,000 | +3.6% | 37,813 | +0.8% | 0.18% | -1.1% |
| NSC | NORFOLK SOUTHN CORPORATION | $278,000 | -5.4% | 1,097 | 0.0% | 0.18% | -9.6% | |
| VZ | Sell | VERIZON COMMUNICATIONS INCORPORATED | $266,000 | -9.2% | 4,776 | -5.5% | 0.17% | -13.3% |
| SBNY | SIGNATURE BK NEW YORK N Y | $264,000 | +0.8% | 1,160 | 0.0% | 0.17% | -3.4% | |
| DIAL | Buy | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFdiversifid fxd | $262,000 | +2.7% | 12,108 | +0.0% | 0.17% | -1.8% |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $254,000 | -24.4% | 5,846 | 0.0% | 0.16% | -28.0% | |
| FLOT | Buy | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $253,000 | 0.0% | 4,989 | +0.0% | 0.16% | -4.1% |
| SPY | SPDR S&P 500 ETFtr unit | $252,000 | +7.2% | 594 | 0.0% | 0.16% | +2.5% | |
| WMT | Buy | WALMART INCORPORATED | $245,000 | +4.7% | 1,737 | +0.5% | 0.16% | +0.6% |
| FDN | Buy | FIRST TRUST DOW JONES INTERNET INDEX FUNDdj internt idx | $231,000 | +12.7% | 967 | +1.0% | 0.15% | +8.0% |
| CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS Acl a | $231,000 | +1.3% | 3,600 | 0.0% | 0.15% | -2.6% | |
| SBUX | Buy | STARBUCKS CORPORATION | $228,000 | +11.8% | 1,978 | +5.7% | 0.15% | +7.4% |
| CSCO | Buy | CISCO SYSTEMS INCORPORATED | $225,000 | +5.1% | 4,254 | +2.5% | 0.14% | +0.7% |
| MU | Sell | MICRON TECHNOLOGY INCORPORATED | $220,000 | -16.3% | 2,956 | -1.2% | 0.14% | -19.9% |
| CVX | Buy | CHEVRON CORPORATION NEW | $216,000 | -8.5% | 2,256 | +0.1% | 0.14% | -12.7% |
| BAX | New | BAXTER INTERNATIONAL INCORPORATED | $211,000 | – | 2,634 | +100.0% | 0.14% | – |
| MCD | New | MCDONALDS CORPORATION | $210,000 | – | 920 | +100.0% | 0.13% | – |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $205,000 | – | 9,833 | +100.0% | 0.13% | – |
| QDF | New | FLEXSHARES QUALITY DIVIDEND INDEX FUNDqualt divd idx | $201,000 | – | 3,637 | +100.0% | 0.13% | – |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | $195,000 | +4.3% | 11,603 | +0.4% | 0.12% | 0.0% |
| ISD | Buy | PGIM HIGH YIELD BOND FUND INCORPORATED | $169,000 | +3.0% | 10,630 | +1.0% | 0.11% | -1.8% |
| INSG | Buy | INSEEGO CORPORATION | $140,000 | +6.1% | 16,629 | +25.9% | 0.09% | +1.1% |
| ERC | New | WELLS FARGO ADV MULTI SCTR INCORPORATED | $132,000 | – | 10,476 | +100.0% | 0.08% | – |
| SNCR | SYNCHRONOSS TECHNOLOGIES INCORPORATED | $117,000 | -17.0% | 39,539 | 0.0% | 0.08% | -20.2% | |
| HIO | Buy | WESTERN ASSET HIGH INCOME OPPO | $112,000 | +2.8% | 21,967 | +2.0% | 0.07% | -1.4% |
| GPM | Buy | GUGGENHEIM ENHANCED EQT INCM | $110,000 | +18.3% | 13,028 | +0.3% | 0.07% | +12.9% |
| ADFI | New | ANFIELD DYNAMIC FIXED INCOME ETFanfield dynamic | $99,000 | – | 10,212 | +100.0% | 0.06% | – |
| C | Exit | CITIGROUP INCORPORATED COM NEW | $0 | – | -2,836 | -100.0% | -0.14% | – |
| DE | Exit | DEERE & COMPANY | $0 | – | -590 | -100.0% | -0.15% | – |
| DAL | Exit | DELTA AIR LINES INCORPORATED DEL COM NEW | $0 | – | -5,004 | -100.0% | -0.16% | – |
| KO | Exit | COCA COLA COMPANY | $0 | – | -4,655 | -100.0% | -0.16% | – |
| PTF | Exit | INVESCO DWA TECHNOLOGY MOMENTUM ETFdwa technology | $0 | – | -2,538 | -100.0% | -0.24% | – |
| ICSH | Exit | ISHARES TR BLACKROCK ULTRAblackrock ultra | $0 | – | -7,842 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ABBOTT LABS | 16 | Q3 2023 | 9.6% |
| ISHARES TR RUS 1000 ETF | 16 | Q3 2023 | 3.7% |
| ABBVIE INCORPORATED | 16 | Q3 2023 | 3.2% |
| VANECK MERK GOLD TRUST | 16 | Q3 2023 | 3.0% |
| VANECK VECTORS GOLD MINERS ETF | 16 | Q3 2023 | 2.7% |
| APPLE INCORPORATED | 16 | Q3 2023 | 2.7% |
| TWO RDS SHARED TR ANFIELD US EQUITY SECTOR | 16 | Q3 2023 | 2.5% |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 16 | Q3 2023 | 1.8% |
| GAMCO GLOBAL GOLD, NATURAL RESOURCES & INCOME TRUST | 16 | Q3 2023 | 2.0% |
| ISHARES TR MSCI EAFE ETF | 16 | Q3 2023 | 2.6% |
View Capital Wealth Alliance, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-09 |
| 13F-HR/A | 2022-09-23 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-27 |
View Capital Wealth Alliance, LLC'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.