$121 Million is the total value of Capital Wealth Alliance, LLC's 122 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 23.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSLV | Buy | SPROTT PHYSICAL SILVER TR TR UNITtr unit | $12,253,000 | +1.6% | 1,851,177 | +5.9% | 10.15% | +20.4% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TR UNITunit | $10,582,000 | -8.8% | 826,742 | +1.1% | 8.77% | +8.0% |
| ABT | ABBOTT LABS | $7,064,000 | -10.9% | 73,011 | 0.0% | 5.85% | +5.5% | |
| AFIF | Sell | ANFIELD UNIVERSAL FIXED INCOME ETFanfield unvl etf | $4,725,000 | -7.8% | 546,605 | -5.5% | 3.92% | +9.2% |
| IWB | Sell | ISHARES TR RUS 1000 ETFrus 1000 etf | $3,722,000 | -7.8% | 18,816 | -3.1% | 3.08% | +9.3% |
| AAPL | Sell | APPLE INCORPORATED | $3,298,000 | -2.7% | 23,813 | -3.5% | 2.73% | +15.3% |
| ABBV | Buy | ABBVIE INCORPORATED | $3,241,000 | -12.4% | 24,153 | +0.0% | 2.68% | +3.8% |
| AESR | Sell | ANFIELD U.S. EQUITY SECTOR ROTATION ETFanfield us equ | $3,023,000 | -8.9% | 285,119 | -4.3% | 2.50% | +8.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWcl b new | $2,876,000 | -8.1% | 10,772 | -6.1% | 2.38% | +8.9% |
| UGA | Buy | UNITED STATES GASOLINE FUND, LPunits | $2,705,000 | -20.2% | 51,297 | +2.7% | 2.24% | -5.4% |
| GDX | Sell | VANECK GOLD MINERS ETFgold miners etf | $2,586,000 | -13.3% | 107,279 | -1.5% | 2.14% | +2.7% |
| RJA | New | ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - AGRICULTURE TOTAL RETURN ETNrog agri etn22 | $2,558,000 | – | 281,202 | +100.0% | 2.12% | – |
| OUNZ | Sell | VANECK MERK GOLD TRUSTgold trust | $2,499,000 | -8.1% | 154,989 | -0.1% | 2.07% | +8.8% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $2,470,000 | +31.9% | 699,867 | +34.6% | 2.05% | +56.3% |
| XLE | Sell | SPDR ENERGY SELECT SECTOR FUNDenergy | $2,362,000 | -12.8% | 32,809 | -13.4% | 1.96% | +3.3% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $2,087,000 | -5.1% | 12,619 | -2.9% | 1.73% | +12.3% |
| SPHD | Sell | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFs&p500 hdl vol | $1,979,000 | -17.3% | 50,544 | -6.8% | 1.64% | -2.0% |
| TIPX | Buy | SPDR BLOOMBERG 1-10 YEAR TIPS ETFbloomberg 1 10 y | $1,887,000 | +6.9% | 103,632 | +14.2% | 1.56% | +26.6% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVER TR UNITtr unit | $1,878,000 | -6.9% | 120,639 | +0.6% | 1.56% | +10.3% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $1,714,000 | -15.9% | 21,356 | -4.3% | 1.42% | -0.4% |
| IWP | Sell | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $1,493,000 | -8.4% | 18,910 | -8.1% | 1.24% | +8.5% |
| ACTG | Sell | ACACIA RESH CORPORATION ACACIA TCH COM | $1,409,000 | -19.9% | 348,894 | -0.1% | 1.17% | -5.1% |
| DBA | New | INVESCO DB AGRICULTURE FUNDagriculture fd | $1,354,000 | – | 67,666 | +100.0% | 1.12% | – |
| FTGC | Buy | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDfst tr glb fd | $1,191,000 | -4.7% | 46,982 | +0.7% | 0.99% | +12.9% |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $1,076,000 | -8.4% | 8,449 | -3.5% | 0.89% | +8.4% |
| QQQ | Sell | INVESCO QQQunit ser 1 | $1,058,000 | -42.8% | 3,956 | -40.0% | 0.88% | -32.2% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $986,000 | +6.7% | 7,988 | +13.9% | 0.82% | +26.5% |
| EFA | Sell | ISHARES TR MSCI EAFE ETFmsci eafe etf | $969,000 | -41.6% | 17,330 | -34.8% | 0.80% | -30.8% |
| TSLA | Buy | TESLA INCORPORATED | $953,000 | +16.8% | 3,593 | +200.4% | 0.79% | +38.4% |
| PIO | Buy | INVESCO GLOBAL WATER RESOURCES ETFglobal water | $950,000 | -2.7% | 33,095 | +5.3% | 0.79% | +15.2% |
| FTSM | Sell | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORTfirst tr enh new | $936,000 | -2.4% | 15,782 | -2.4% | 0.78% | +15.6% |
| RGI | Sell | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFs&p500 eql ind | $869,000 | -19.2% | 5,614 | -16.3% | 0.72% | -4.3% |
| AMZN | Buy | AMAZON COM INCORPORATED | $857,000 | +8.3% | 7,580 | +2.6% | 0.71% | +28.4% |
| FTRI | Sell | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETFindxx nat re etf | $856,000 | -11.4% | 70,136 | -3.5% | 0.71% | +4.9% |
| MSTR | MICROSTRATEGY INCORPORATED CLASS A NEWcl a new | $845,000 | +29.2% | 3,983 | 0.0% | 0.70% | +53.2% | |
| MSFT | Sell | MICROSOFT CORPORATION | $830,000 | -11.1% | 3,565 | -1.7% | 0.69% | +5.4% |
| MUB | Sell | ISHARES TR NATIONAL MUN ETFnational mun etf | $748,000 | -16.4% | 7,299 | -13.3% | 0.62% | -1.0% |
| FXL | Sell | FIRST TRUST TECHNOLOGY ALPHADEX FUNDtech alphadex | $709,000 | -32.9% | 8,164 | -27.2% | 0.59% | -20.6% |
| AIRR | Sell | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFrba indl etf | $691,000 | -32.7% | 18,093 | -34.6% | 0.57% | -20.2% |
| PDP | Sell | INVESCO DWA MOMENTUM ETFdwa momentum | $655,000 | -53.1% | 9,698 | -52.7% | 0.54% | -44.4% |
| LII | LENNOX INTERNATIONAL INCORPORATED | $645,000 | +7.7% | 2,900 | 0.0% | 0.53% | +27.4% | |
| TFLO | Sell | ISHARES TR TRS FLT RT BDtrs flt rt bd | $632,000 | -7.1% | 12,534 | -7.2% | 0.52% | +10.1% |
| AVUV | Sell | AVANTIS U.S. SMALL CAP VALUE ETFus sml cp valu | $623,000 | -7.6% | 9,432 | -4.4% | 0.52% | +9.6% |
| RYT | Sell | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFs&p500 eql tec | $598,000 | -21.4% | 2,643 | -17.9% | 0.50% | -7.0% |
| JQC | Sell | NUVEEN CR STRATEGIES INCOME FD COM SHS | $568,000 | -4.1% | 111,186 | -2.5% | 0.47% | +13.8% |
| PDBC | Sell | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFoptimum yield | $565,000 | -14.9% | 34,975 | -5.1% | 0.47% | +0.9% |
| TIP | Buy | ISHARES TR TIPS BD ETFtips bd etf | $559,000 | -7.3% | 5,332 | +0.6% | 0.46% | +9.7% |
| IYG | Sell | ISHARES TR U.S. FIN SVC ETFu.s. fin svc etf | $552,000 | -37.8% | 3,901 | -34.8% | 0.46% | -26.3% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $529,000 | -14.0% | 58,254 | -2.2% | 0.44% | +1.9% |
| RYE | Sell | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFs&p500 eql enr | $494,000 | -6.1% | 8,104 | -5.3% | 0.41% | +11.1% |
| COST | Sell | COSTCO WHOLESALE CORPORATION NEW | $490,000 | -6.8% | 1,038 | -4.8% | 0.41% | +10.3% |
| IGE | Sell | ISHARES TR NORTH AMERN NATnorth amern nat | $489,000 | -8.1% | 14,085 | -4.7% | 0.40% | +8.9% |
| DHS | Sell | WISDOMTREE U.S. HIGH DIVIDEND FUNDus high dividend | $487,000 | -12.3% | 6,435 | -4.7% | 0.40% | +3.9% |
| DALT | Buy | ANFIELD DIVERSIFIED ALTERNATIVES ETFanfield diversif | $484,000 | -3.2% | 58,614 | +4.4% | 0.40% | +14.6% |
| FTF | Buy | FRANKLIN LIMITED DURATION INCOME T | $483,000 | -3.4% | 78,285 | +5.7% | 0.40% | +14.3% |
| RPV | Sell | INVESCO S&P 500 PURE VALUE ETFs&p500 pur val | $483,000 | -11.4% | 6,919 | -4.8% | 0.40% | +5.0% |
| FLOT | Sell | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $476,000 | -2.1% | 9,478 | -2.8% | 0.39% | +15.9% |
| FXZ | Sell | FIRST TRUST MATERIALS ALPHADEX FUNDmaterials alph | $474,000 | -60.2% | 9,151 | -56.6% | 0.39% | -52.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $464,000 | -29.2% | 2,843 | -23.1% | 0.38% | -16.2% |
| FXH | Sell | FIRST TRUST HEALTH CARE ALPHADEX FUNDhlth care alph | $435,000 | -43.9% | 4,468 | -40.5% | 0.36% | -33.6% |
| XLG | Sell | INVESCO S&P 500 TOP 50 ETFs&p 500 top 50 | $418,000 | -30.4% | 1,554 | -26.0% | 0.35% | -17.6% |
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDstrm infproidx | $414,000 | +76.9% | 8,613 | +83.8% | 0.34% | +109.1% |
| USMV | Sell | ISHARES TR MSCI USA MIN VOLmsci usa min vol | $407,000 | -12.8% | 6,161 | -7.6% | 0.34% | +3.1% |
| BRKA | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS Acl a | $406,000 | -0.5% | 1 | 0.0% | 0.34% | +17.9% | |
| PSI | Sell | INVESCO DYNAMIC SEMICONDUCTORS ETFdynmc semicndt | $399,000 | -31.6% | 4,440 | -25.7% | 0.33% | -18.9% |
| HAP | Sell | VANECK NATURAL RESOURCES ETFnatural resourc | $396,000 | -8.8% | 9,149 | -4.6% | 0.33% | +7.9% |
| XME | Sell | SPDR S&P METALS & MINING ETFs&p metals mng | $393,000 | -6.9% | 9,250 | -5.1% | 0.33% | +10.5% |
| DWAS | Sell | INVESCO DWA SMALLCAP MOMENTUM ETFdwa smlcp ment | $392,000 | -63.8% | 5,725 | -64.1% | 0.32% | -57.1% |
| QTEC | Sell | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $376,000 | -40.5% | 3,590 | -35.0% | 0.31% | -29.4% |
| XBI | New | SPDR S&P BIOTECH ETFs&p biotech | $369,000 | – | 4,653 | +100.0% | 0.31% | – |
| GOOGL | Buy | ALPHABET INCORPORATED CAP STK CLASS Acap stk cl a | $358,000 | +2.6% | 3,743 | +508.6% | 0.30% | +21.7% |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $357,000 | – | 5,356 | +100.0% | 0.30% | – |
| FXD | Sell | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDconsumr discre | $356,000 | -44.0% | 8,293 | -41.8% | 0.30% | -33.7% |
| SCZ | Sell | ISHARES MSCI EAFE SMALL CAP ETFeafe sml cp etf | $343,000 | -17.3% | 7,054 | -7.2% | 0.28% | -2.1% |
| PGX | Sell | INVESCO PREFERRED ETFpfd etf | $339,000 | -15.9% | 28,608 | -12.3% | 0.28% | -0.4% |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE FD | $335,000 | +10.2% | 39,177 | +10.6% | 0.28% | +30.5% |
| VCR | Sell | VANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf | $326,000 | -41.5% | 1,389 | -43.4% | 0.27% | -30.8% |
| DIS | Sell | WALT DISNEY CO | $323,000 | -17.2% | 3,397 | -17.8% | 0.27% | -1.8% |
| RCL | ROYAL CARIBBEAN GROUP | $318,000 | +8.5% | 8,394 | 0.0% | 0.26% | +28.3% | |
| FXO | Sell | FIRST TRUST FINANCIALS ALPHADEX FUNDfinls alphadex | $317,000 | -9.9% | 8,631 | -4.8% | 0.26% | +6.9% |
| BA | Buy | BOEING COMPANY | $310,000 | -11.2% | 2,558 | +0.0% | 0.26% | +5.3% |
| SUB | Sell | ISHARES TR SHRT NAT MUN ETFshrt nat mun etf | $300,000 | -12.8% | 2,926 | -11.3% | 0.25% | +3.3% |
| CVX | Buy | CHEVRON CORPORATION NEW | $296,000 | 0.0% | 2,061 | +0.5% | 0.24% | +18.4% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTut ser 1 | $291,000 | -55.5% | 1,015 | -52.2% | 0.24% | -47.3% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFsml cp grw etf | $289,000 | -45.0% | 1,482 | -44.4% | 0.24% | -34.9% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LIMITED SHS | $283,000 | +1.8% | 24,962 | -0.4% | 0.23% | +20.6% |
| CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS Acl a | $275,000 | +5.4% | 3,600 | 0.0% | 0.23% | +24.6% | |
| FLRN | Buy | SPDR BLOOMBERG INVESTMENT GRADE FLOATINGbloomberg invt | $272,000 | +27.1% | 8,988 | +26.1% | 0.22% | +50.0% |
| SLVP | Buy | ISHARES INCORPORATED MSCI GLB SLV&MTLmsci glb slv&mtl | $267,000 | -4.0% | 29,951 | +6.3% | 0.22% | +13.9% |
| ICSH | New | ISHARES TR BLACKROCK ULTRAblackrock ultra | $260,000 | – | 5,213 | +100.0% | 0.22% | – |
| SGDM | Buy | SPROTT GOLD MINERS ETFgold miners etf | $254,000 | -4.2% | 11,946 | +9.2% | 0.21% | +13.5% |
| FDN | Buy | FIRST TRUST DOW JONES INTERNET INDEX FUNDdj internt idx | $244,000 | +15.1% | 1,927 | +16.2% | 0.20% | +36.5% |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $235,000 | -14.5% | 15,359 | -10.2% | 0.20% | +1.6% |
| VUG | New | VANGUARD GROWTH ETFgrowth etf | $234,000 | – | 1,089 | +100.0% | 0.19% | – |
| NSC | Buy | NORFOLK SOUTHN CORPORATION | $230,000 | -7.6% | 1,099 | +0.1% | 0.19% | +9.8% |
| SGOL | Sell | ABERDEEN PHYSICAL GOLD SHARES ETF | $229,000 | -8.4% | 14,385 | -0.5% | 0.19% | +8.6% |
| ETY | Sell | EATON VANCE TAX-MANAGED DIVERS | $229,000 | -6.5% | 21,162 | -2.2% | 0.19% | +11.1% |
| SKYY | New | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $224,000 | – | 3,696 | +100.0% | 0.19% | – |
| PEZ | Sell | INVESCO DWA CONSUMER CYCLICALSMOMENTUM ETFdwa cyclicals | $222,000 | -37.6% | 3,745 | -36.3% | 0.18% | -26.1% |
| VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND ETFshrt trm corp bd | $214,000 | – | 2,888 | +100.0% | 0.18% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORPORATION | $213,000 | -62.8% | 2,605 | -56.2% | 0.18% | -56.0% |
| GIS | Sell | GENERAL MLS INCORPORATED | $212,000 | -57.3% | 2,778 | -57.8% | 0.18% | -49.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INCORPORATED | $208,000 | -36.2% | 5,479 | -14.9% | 0.17% | -24.6% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US ETFallwrld ex us | $206,000 | -84.9% | 4,644 | -82.9% | 0.17% | -82.0% |
| MCD | Buy | MCDONALDS CORPORATION | $201,000 | -6.1% | 874 | +0.7% | 0.17% | +11.3% |
| URA | Sell | GLOBAL X URANIUM ETFglobal x uranium | $200,000 | -38.3% | 10,107 | -42.2% | 0.17% | -26.9% |
| BSM | New | BLACK STONE MINERALS L P COM UNIT | $180,000 | – | 11,515 | +100.0% | 0.15% | – |
| T | Sell | AT&T INCORPORATED | $179,000 | -34.7% | 11,677 | -10.7% | 0.15% | -22.9% |
| ERC | Buy | ALLSPRING MULTI SECTOR INCOME | $178,000 | +11.9% | 20,748 | +24.3% | 0.15% | +32.4% |
| NVTA | Buy | INVITAE CORPORATION | $173,000 | +36.2% | 70,000 | +33.6% | 0.14% | +60.7% |
| AAL | Sell | AMERICAN AIRLS GROUP INCORPORATED | $156,000 | -7.7% | 12,996 | -2.9% | 0.13% | +9.3% |
| ISD | Buy | PGIM HIGH YIELD BOND FUND INCORPORATED | $133,000 | -5.0% | 11,571 | +1.7% | 0.11% | +12.2% |
| CCL | CARNIVAL CORPORATION COMMON STOCK | $122,000 | -18.7% | 17,360 | 0.0% | 0.10% | -3.8% | |
| AG | New | FIRST MAJESTIC SILVER CORPORATION | $105,000 | – | 13,796 | +100.0% | 0.09% | – |
| HIO | Sell | WESTERN ASSET HIGH INCOME OPPO | $66,000 | -27.5% | 18,013 | -22.4% | 0.06% | -14.1% |
| SIRI | SIRIUS XM HOLDINGS INCORPORATED | $57,000 | -6.6% | 10,000 | 0.0% | 0.05% | +9.3% | |
| INSG | Sell | INSEEGO CORPORATION | $54,000 | +8.0% | 26,448 | -1.7% | 0.04% | +28.6% |
| SNCR | SYNCHRONOSS TECHNOLOGIES INCORPORATED | $45,000 | 0.0% | 39,539 | 0.0% | 0.04% | +19.4% | |
| POLARITYTE INCORPORATED COM NEW | $34,000 | -40.4% | 39,630 | 0.0% | 0.03% | -30.0% | ||
| SLVO | Exit | CREDIT SUISSE SILVER SHARES COVERED CALL ETNx link silver | $0 | – | -10,864 | -100.0% | -0.03% | – |
| VYMI | Exit | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFintl high etf | $0 | – | -3,498 | -100.0% | -0.14% | – |
| WMT | Exit | WALMART INCORPORATED | $0 | – | -1,685 | -100.0% | -0.14% | – |
| BABA | Exit | ALIBABA GROUP HLDG LIMITED SPONSORED ADSsponsored ads | $0 | – | -1,842 | -100.0% | -0.15% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INCORPORATED | $0 | – | -5,585 | -100.0% | -0.15% | – |
| KO | Exit | COCA COLA COMPANY | $0 | – | -3,448 | -100.0% | -0.15% | – |
| SPY | Exit | SPDR S&P 500 ETFtr unit | $0 | – | -632 | -100.0% | -0.17% | – |
| NUSI | Exit | NATIONWIDE NASDAQ-1OO RISK-MANAGED INCOME ETFnationwide nasdq | $0 | – | -13,015 | -100.0% | -0.17% | – |
| LIT | Exit | GLOBAL X LITHIUM & BATTERY TECH ETFlithium btry etf | $0 | – | -3,491 | -100.0% | -0.18% | – |
| RIO | Exit | RIO TINTO PLC SPONSORED ADRsponsored adr | $0 | – | -4,162 | -100.0% | -0.18% | – |
| PG | Exit | PROCTER AND GAMBLE COMPANY | $0 | – | -1,795 | -100.0% | -0.18% | – |
| FAX | Exit | ABRDN ASIA PACIFIC INCOME FUND | $0 | – | -139,162 | -100.0% | -0.28% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $0 | – | -9,885 | -100.0% | -0.29% | – |
| HFXI | Exit | IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETFhdgd ftse intl | $0 | – | -20,064 | -100.0% | -0.29% | – |
| IEMG | Exit | ISHARES INCORPORATED CORE MSCI EMKTcore msci emkt | $0 | – | -9,894 | -100.0% | -0.34% | – |
| EEM | Exit | ISHARES TR MSCI EMG MKT ETFmsci emg mkt etf | $0 | – | -12,460 | -100.0% | -0.35% | – |
| SBLK | Exit | STAR BULK CARRIERS CORPORATION. SHS PAR | $0 | – | -20,898 | -100.0% | -0.36% | – |
| IDV | Exit | ISHARES TR INTL SEL DIV ETFintl sel div etf | $0 | – | -19,623 | -100.0% | -0.37% | – |
| IXUS | Exit | ISHARES TR CORE MSCI TOTALcore msci total | $0 | – | -15,673 | -100.0% | -0.62% | – |
| GNT | Exit | GAMCO NAT RES GOLD & INCOME TR SH BEN INTsh ben int | $0 | – | -206,033 | -100.0% | -0.68% | – |
| RJA | Exit | ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX - AGRICULTURE TOTAL RETURN ETNrog agri etn22 | $0 | – | -452,820 | -100.0% | -2.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.