Engrave Wealth Partners LLC - Q2 2011 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2011
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
EXXON MOBIL CORP COM17Q4 202317.4%
CHEVRON CORP NEW COM17Q4 20233.5%
JOHNSON & JOHNSON COM17Q4 20234.9%
APPLE INC COM17Q4 20234.1%
SPDR S&P 500 ETF TR17Q4 202310.6%
ISHARES TR17Q4 20231.8%
MICROSOFT CORP COM17Q4 20231.3%
AMAZON COM INC COM17Q4 20231.0%
VANGUARD TOTAL STOCK MARKET INDEX FUND17Q4 20231.1%
CSX CORP COM17Q4 20230.8%

View Engrave Wealth Partners LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-16
13F-HR2023-11-01
13F-HR2023-07-06
13F-HR2023-04-26
13F-HR2023-01-20
13F-HR2022-10-05
13F-HR2022-07-13
13F-HR2022-04-19
13F-HR2022-01-12
13F-HR2021-10-08

View Engrave Wealth Partners LLC's complete filings history.

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