DEFINED WEALTH MANAGEMENT, LLC holdings history

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249 is the total number of securities DEFINED WEALTH MANAGEMENT, LLC has owned. The longest DEFINED WEALTH MANAGEMENT, LLC has owned a single stock is 12 quarters.

DEFINED WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR12123.32%7.11%9.24%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12122.34%5.32%8.44%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12121.31%4.63%6.32%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12123.59%4.49%5.52%Q4 2020Q3 202312
IEFA ISHARES TR12121.97%4.07%6.14%Q4 2020Q3 202312
RSP INVESCO EXCHANGE TRADE...12123.04%3.72%4.20%Q4 2020Q3 202312
USMV ISHARES TR12122.17%2.95%3.98%Q4 2020Q3 202312
IDEV ISHARES TR12121.96%2.88%3.78%Q4 2020Q3 202312
TDIV FIRST TR EXCHANGE-TRAD...12122.38%2.82%3.51%Q4 2020Q3 202312
IJR ISHARES TR12121.16%2.59%3.74%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.06%2.35%3.82%Q4 2020Q3 202312
IEMG ISHARES INC12121.51%2.11%3.22%Q4 2020Q3 202312
IXN ISHARES TR12121.35%1.89%2.36%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12121.46%1.84%2.29%Q4 2020Q3 202312
FDN FIRST TR EXCHANGE-TRAD...12120.70%1.72%2.62%Q4 2020Q3 202312
SPEM SPDR INDEX SHS FDS12120.85%1.67%2.31%Q4 2020Q3 202312
AAPL APPLE INC12121.38%1.57%1.78%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12121.13%1.43%1.86%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.86%1.18%1.72%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.98%1.09%1.25%Q4 2020Q3 202312
SRE SEMPRA ENERGY12120.81%1.03%1.30%Q4 2020Q3 202312
CMCSA COMCAST CORP NEW12120.75%1.00%1.26%Q4 2020Q3 202312
MOAT VANECK VECTORS ETF TR12120.72%0.95%1.20%Q4 2020Q3 202312
TEL TE CONNECTIVITY LTD12120.79%0.88%0.99%Q4 2020Q3 202312
FIXD FIRST TR EXCHNG TRADED...12120.40%0.75%1.17%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.63%0.74%0.86%Q4 2020Q3 202312
BNDX VANGUARD CHARLOTTE FDS12120.45%0.71%1.23%Q4 2020Q3 202312
ANTM ELEVANCE HEALTH INC12120.55%0.70%0.86%Q4 2020Q3 202312
AVGO BROADCOM INC12120.53%0.67%0.92%Q4 2020Q3 202312
DE DEERE & CO12120.53%0.66%0.80%Q4 2020Q3 202312
EMB ISHARES TR12120.36%0.62%1.07%Q4 2020Q3 202312
MSI MOTOROLA SOLUTIONS INC12120.46%0.61%0.75%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.47%0.60%0.67%Q4 2020Q3 202312
HD HOME DEPOT INC12120.53%0.58%0.69%Q4 2020Q3 202312
CHTR CHARTER COMMUNICATIONS...12120.37%0.57%0.79%Q4 2020Q3 202312
MTD METTLER TOLEDO INTERNA...12120.44%0.56%0.66%Q4 2020Q3 202312
AMT AMERICAN TOWER CORP NEW12120.35%0.53%0.66%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.35%0.53%0.71%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.36%0.52%0.68%Q4 2020Q3 202312
AXP AMERICAN EXPRESS CO12120.41%0.49%0.57%Q4 2020Q3 202312
USB US BANCORP DEL12120.32%0.45%0.55%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.33%0.45%0.52%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.24%0.45%0.82%Q4 2020Q3 202312
MMC MARSH & MCLENNAN COS INC12120.36%0.45%0.50%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.34%0.45%0.56%Q4 2020Q3 202312
ITW ILLINOIS TOOL WKS INC12120.37%0.44%0.48%Q4 2020Q3 202312
APD AIR PRODS & CHEMS INC12120.37%0.43%0.49%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.39%0.43%0.50%Q4 2020Q3 202312
TXN TEXAS INSTRS INC12120.35%0.42%0.46%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.32%0.41%0.62%Q4 2020Q3 202312
FC FRANKLIN COVEY CO12120.30%0.41%0.52%Q4 2020Q3 202312
ASML ASML HOLDING N V12120.30%0.40%0.55%Q4 2020Q3 202312
PGR PROGRESSIVE CORP12120.29%0.38%0.48%Q4 2020Q3 202312
AMGN AMGEN INC12120.28%0.37%0.44%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.19%0.34%0.54%Q4 2020Q3 202312
NOC NORTHROP GRUMMAN CORP12120.26%0.34%0.45%Q4 2020Q3 202312
NVO NOVO-NORDISK A S12120.20%0.34%0.50%Q4 2020Q3 202312
COP CONOCOPHILLIPS12120.15%0.33%0.48%Q4 2020Q3 202312
ADSK AUTODESK INC12120.26%0.33%0.46%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.20%0.32%0.46%Q4 2020Q3 202312
MLM MARTIN MARIETTA MATLS INC12120.26%0.30%0.36%Q4 2020Q3 202312
ORCL ORACLE CORP12120.25%0.30%0.39%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.16%0.30%0.41%Q4 2020Q3 202312
EIX EDISON INTL12120.25%0.29%0.33%Q4 2020Q3 202312
RTX RTX CORPORATION12120.22%0.28%0.34%Q4 2020Q3 202312
BIIB BIOGEN INC12120.20%0.26%0.35%Q4 2020Q3 202312
OTIS OTIS WORLDWIDE CORP12120.22%0.24%0.26%Q4 2020Q3 202312
TRP TC ENERGY CORP12120.18%0.23%0.30%Q4 2020Q3 202312
INTC INTEL CORP650.22%0.36%0.50%Q4 2020Q3 202311
SCHW SCHWAB CHARLES CORP920.10%0.28%0.33%Q4 2020Q3 202311
AMZN AMAZON COM INC830.19%0.27%0.32%Q4 2020Q3 202311
PFE PFIZER INC1010.18%0.23%0.30%Q4 2020Q3 202311
LHX L3HARRIS TECHNOLOGIES INC11110.18%0.22%0.27%Q4 2020Q2 202311
SLY SPDR SER TR10100.78%1.55%2.20%Q4 2020Q1 202310
TRV TRAVELERS COMPANIES INC10100.25%0.31%0.34%Q4 2020Q1 202310
PPG PPG INDS INC10100.23%0.26%0.30%Q4 2020Q1 202310
FTCS FIRST TR EXCHANGE-TRAD...991.48%1.57%1.71%Q4 2020Q4 20229
ACWV ISHARES INC990.96%1.40%2.04%Q4 2020Q4 20229
LQD ISHARES TR990.41%0.77%1.20%Q4 2020Q4 20229
JNK SPDR SER TR990.34%0.65%1.12%Q4 2020Q4 20229
DISH DISH NETWORK CORPORATION630.12%0.34%0.51%Q4 2020Q1 20239
VWO VANGUARD INTL EQUITY I...710.11%1.34%2.80%Q4 2020Q3 20238
SHY ISHARES TR880.40%0.85%1.50%Q1 2021Q4 20228
EFAV ISHARES TR880.66%0.71%0.91%Q4 2020Q3 20228
VRTX VERTEX PHARMACEUTICALS...710.20%0.25%0.28%Q4 2020Q3 20238
PDBC INVESCO ACTVELY MNGD E...770.34%0.77%1.25%Q1 2022Q3 20237
TWTR TWITTER INC770.27%0.38%0.48%Q4 2020Q2 20227
V VISA INC510.08%0.23%0.27%Q4 2020Q3 20237
ABBV ABBVIE INC210.15%0.20%0.23%Q4 2020Q3 20236
VRT VERTIV HOLDINGS CO510.11%0.16%0.25%Q4 2020Q3 20236
EFA ISHARES TR410.04%1.87%2.44%Q4 2020Q3 20235
VOT VANGUARD INDEX FDS550.39%0.49%0.85%Q4 2020Q4 20215
LRCX LAM RESEARCH CORP550.39%0.46%0.55%Q4 2020Q4 20215
VBR VANGUARD INDEX FDS410.05%0.40%1.18%Q4 2020Q3 20235
VBK VANGUARD INDEX FDS550.35%0.39%0.54%Q4 2020Q4 20215
STX SEAGATE TECHNOLOGY HLD...320.22%0.28%0.35%Q2 2021Q3 20225
TMUS T-MOBILE US INC550.19%0.28%0.33%Q4 2020Q4 20215
BDX BECTON DICKINSON & CO550.22%0.27%0.33%Q3 2022Q3 20235
CSCO CISCO SYS INC310.03%0.21%0.27%Q4 2020Q1 20235
GOOGL ALPHABET INC410.01%0.18%0.28%Q4 2020Q3 20235
VOO VANGUARD INDEX FDS310.03%3.67%5.22%Q4 2020Q3 20234
ONEQ FIDELITY COMWLTH TR440.91%1.01%1.07%Q4 2022Q3 20234
IJH ISHARES TR440.30%0.32%0.34%Q4 2022Q3 20234
TJX TJX COS INC NEW440.18%0.19%0.20%Q1 2021Q4 20214
HALEON PLC440.17%0.18%0.19%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS332.62%3.87%4.67%Q1 2023Q3 20233
IUSV ISHARES TR333.05%3.28%3.61%Q1 2023Q3 20233
FLQH FRANKLIN TEMPLETON ETF TR332.70%2.73%2.77%Q1 2023Q3 20233
OMFL INVESCO EXCH TRD SLF I...331.52%1.54%1.57%Q1 2023Q3 20233
USHY ISHARES TR330.72%0.98%1.39%Q1 2023Q3 20233
VCIT VANGUARD SCOTTSDALE FDS330.49%0.72%0.92%Q1 2023Q3 20233
VGSH VANGUARD SCOTTSDALE FDS330.52%0.60%0.70%Q1 2023Q3 20233
NKE NIKE INC330.34%0.40%0.48%Q1 2023Q3 20233
STX SEAGATE TECHNOLOGY PLC210.23%0.27%0.30%Q4 2020Q1 20223
EMQQ EXCHANGE TRADED CONCEP...330.15%0.20%0.23%Q4 2020Q2 20213
T AT&T INC330.18%0.20%0.20%Q4 2020Q2 20213
CREE CREE INC210.19%0.19%0.20%Q4 2020Q1 20223
NUAN NUANCE COMMUNICATIONS INC210.18%0.19%0.20%Q4 2020Q3 20213
KMB KIMBERLY-CLARK CORP210.16%0.18%0.20%Q4 2020Q4 20213
SPSM SPDR SER TR221.28%1.30%1.32%Q2 2023Q3 20232
TAPA TRAVELERS COMPANIES INC220.27%0.28%0.29%Q2 2023Q3 20232
MCK MCKESSON CORP220.26%0.26%0.26%Q2 2023Q3 20232
REYN REYNOLDS CONSUMER PROD...220.23%0.24%0.24%Q4 2020Q1 20212
NVS NOVARTIS AG220.19%0.23%0.28%Q4 2020Q1 20212
VOE VANGUARD INDEX FDS110.05%0.20%0.36%Q4 2020Q4 20222
SHW SHERWIN WILLIAMS CO220.19%0.20%0.20%Q2 2023Q3 20232
NXPI NXP SEMICONDUCTORS N V110.18%0.18%0.18%Q2 2021Q4 20212
BK BANK NEW YORK MELLON CORP110.16%0.17%0.18%Q4 2020Q4 20212
QCOM QUALCOMM INC110.17%0.17%0.17%Q4 2020Q4 20212
FBND FIDELITY MERRIMACK STR TR111.93%1.93%1.93%Q4 2022Q4 20221
IWD ISHARES TR111.13%1.13%1.13%Q2 2022Q2 20221
SUB ISHARES TR110.74%0.74%0.74%Q4 2022Q4 20221
WISDOMTREE TR110.52%0.52%0.52%Q3 2023Q3 20231
COMT ISHARES U S ETF TR110.43%0.43%0.43%Q4 2022Q4 20221
FLOT ISHARES TR110.33%0.33%0.33%Q4 2022Q4 20221
IUSG ISHARES TR110.32%0.32%0.32%Q2 2022Q2 20221
MUB ISHARES TR110.30%0.30%0.30%Q4 2022Q4 20221
EXPE EXPEDIA GROUP INC110.27%0.27%0.27%Q1 2022Q1 20221
MBB ISHARES TR110.24%0.24%0.24%Q4 2022Q4 20221
ABC AMERISOURCEBERGEN CORP110.21%0.21%0.21%Q4 2020Q4 20201
KDP KEURIG DR PEPPER INC110.20%0.20%0.20%Q4 2020Q4 20201
HYG ISHARES TR110.19%0.19%0.19%Q4 2022Q4 20221
DIS DISNEY WALT CO110.18%0.18%0.18%Q4 2020Q4 20201
WOLFSPEED INC110.17%0.17%0.17%Q4 2021Q4 20211
VZ VERIZON COMMUNICATIONS...110.15%0.15%0.15%Q4 2020Q4 20201
IONS IONIS PHARMACEUTICALS INC110.14%0.14%0.14%Q4 2020Q4 20201
DLB DOLBY LABORATORIES INC110.12%0.12%0.12%Q4 2020Q4 20201
CTXS CITRIX SYS INC110.10%0.10%0.10%Q4 2020Q4 20201
DISCA DISCOVERY INC110.10%0.10%0.10%Q4 2020Q4 20201
JCI JOHNSON CTLS INTL PLC110.10%0.10%0.10%Q4 2020Q4 20201
WDC WESTERN DIGITAL CORP.110.10%0.10%0.10%Q4 2020Q4 20201
UL UNILEVER PLC110.09%0.09%0.09%Q4 2020Q4 20201
COF CAPITAL ONE FINL CORP110.09%0.09%0.09%Q4 2020Q4 20201
IBM INTERNATIONAL BUSINESS...110.08%0.08%0.08%Q4 2020Q4 20201
SLF SUN LIFE FINANCIAL INC.110.08%0.08%0.08%Q4 2020Q4 20201
PBRA PETROLEO BRASILEIRO SA...110.08%0.08%0.08%Q4 2020Q4 20201
FEYE FIREEYE INC110.08%0.08%0.08%Q4 2020Q4 20201
HWM HOWMET AEROSPACE INC110.08%0.08%0.08%Q4 2020Q4 20201
MDT MEDTRONIC PLC110.08%0.08%0.08%Q4 2020Q4 20201
FXD FIRST TR EXCHANGE TRAD...110.07%0.07%0.07%Q4 2020Q4 20201
LBRDK LIBERTY BROADBAND CORP110.07%0.07%0.07%Q4 2020Q4 20201
ARKK ARK ETF TR110.07%0.07%0.07%Q4 2020Q4 20201
GH GUARDANT HEALTH INC110.06%0.06%0.06%Q4 2020Q4 20201
BA BOEING CO110.06%0.06%0.06%Q4 2020Q4 20201
STNE STONECO LTD110.06%0.06%0.06%Q4 2020Q4 20201
TSLA TESLA INC110.06%0.06%0.06%Q4 2020Q4 20201
LIN LINDE PLC110.06%0.06%0.06%Q4 2020Q4 20201
SHOP SHOPIFY INC110.06%0.06%0.06%Q4 2020Q4 20201
SBUX STARBUCKS CORP110.06%0.06%0.06%Q4 2020Q4 20201
LSXMK LIBERTY MEDIA CORP DEL110.06%0.06%0.06%Q4 2020Q4 20201
SPOT SPOTIFY TECHNOLOGY S A110.06%0.06%0.06%Q4 2020Q4 20201
BMY BRISTOL-MYERS SQUIBB CO110.06%0.06%0.06%Q4 2020Q4 20201
IGSB ISHARES TR110.05%0.05%0.05%Q4 2020Q4 20201
CRNC CERENCE INC110.05%0.05%0.05%Q4 2020Q4 20201
ESTC ELASTIC N V110.05%0.05%0.05%Q4 2020Q4 20201
DOW DOW INC110.05%0.05%0.05%Q4 2020Q4 20201
TRI THOMSON REUTERS CORP.110.05%0.05%0.05%Q4 2020Q4 20201
SAP SAP SE110.04%0.04%0.04%Q4 2020Q4 20201
TSM TAIWAN SEMICONDUCTOR M...110.04%0.04%0.04%Q4 2020Q4 20201
DEO DIAGEO PLC110.04%0.04%0.04%Q4 2020Q4 20201
ESPO VANECK VECTORS ETF TR110.04%0.04%0.04%Q4 2020Q4 20201
NUE NUCOR CORP110.04%0.04%0.04%Q4 2020Q4 20201
BABA ALIBABA GROUP HLDG LTD110.04%0.04%0.04%Q4 2020Q4 20201
SEDG SOLAREDGE TECHNOLOGIES...110.04%0.04%0.04%Q4 2020Q4 20201
TEAM ATLASSIAN CORP PLC110.04%0.04%0.04%Q4 2020Q4 20201
PEP PEPSICO INC110.04%0.04%0.04%Q4 2020Q4 20201
ICLR ICON PLC110.03%0.03%0.03%Q4 2020Q4 20201
CTVA CORTEVA INC110.03%0.03%0.03%Q4 2020Q4 20201
NWN NORTHWEST NAT HLDG CO110.03%0.03%0.03%Q4 2020Q4 20201
SSL SASOL LTD110.03%0.03%0.03%Q4 2020Q4 20201
LSXMA LIBERTY MEDIA CORP DEL110.03%0.03%0.03%Q4 2020Q4 20201
AGG ISHARES TR110.03%0.03%0.03%Q4 2020Q4 20201
DUK DUKE ENERGY CORP NEW110.03%0.03%0.03%Q4 2020Q4 20201
LBRDA LIBERTY BROADBAND CORP110.03%0.03%0.03%Q4 2020Q4 20201
ALC ALCON AG110.02%0.02%0.02%Q4 2020Q4 20201
ARNC ARCONIC CORPORATION110.02%0.02%0.02%Q4 2020Q4 20201
VFH VANGUARD WORLD FDS110.02%0.02%0.02%Q4 2020Q4 20201
SQM SOCIEDAD QUIMICA Y MIN...110.02%0.02%0.02%Q4 2020Q4 20201
MCD MCDONALDS CORP110.02%0.02%0.02%Q4 2020Q4 20201
PNR PENTAIR PLC110.02%0.02%0.02%Q4 2020Q4 20201
AMCX AMC NETWORKS INC110.02%0.02%0.02%Q4 2020Q4 20201
PG PROCTER AND GAMBLE CO110.02%0.02%0.02%Q4 2020Q4 20201
FVD FIRST TR VALUE LINE DI...110.02%0.02%0.02%Q4 2020Q4 20201
FWONK LIBERTY MEDIA CORP DEL110.01%0.01%0.01%Q4 2020Q4 20201
SLB SCHLUMBERGER LTD110.01%0.01%0.01%Q4 2020Q4 20201
VTRS VIATRIS INC110.01%0.01%0.01%Q4 2020Q4 20201
C CITIGROUP INC110.01%0.01%0.01%Q4 2020Q4 20201
VTIP VANGUARD MALVERN FDS110.01%0.01%0.01%Q4 2020Q4 20201
QRTEA QURATE RETAIL INC110.01%0.01%0.01%Q4 2020Q4 20201
BND VANGUARD BD INDEX FDS110.01%0.01%0.01%Q4 2020Q4 20201
ROK ROCKWELL AUTOMATION INC110.01%0.01%0.01%Q4 2020Q4 20201
BP BP PLC110.01%0.01%0.01%Q4 2020Q4 20201
KLAC KLA CORP110.01%0.01%0.01%Q4 2020Q4 20201
ADBE ADOBE SYSTEMS INCORPOR...110.01%0.01%0.01%Q4 2020Q4 20201
FWONA LIBERTY MEDIA CORP DEL110.01%0.01%0.01%Q4 2020Q4 20201
HPQ HP INC110.01%0.01%0.01%Q4 2020Q4 20201
GE GENERAL ELECTRIC CO110.01%0.01%0.01%Q4 2020Q4 20201
EBAY EBAY INC.110.01%0.01%0.01%Q4 2020Q4 20201
CMI CUMMINS INC110.01%0.01%0.01%Q4 2020Q4 20201
SPGI S&P GLOBAL INC110.01%0.01%0.01%Q4 2020Q4 20201
RWR SPDR SER TR110.01%0.01%0.01%Q4 2020Q4 20201
TMO THERMO FISHER SCIENTIF...110.01%0.01%0.01%Q4 2020Q4 20201
ZTS ZOETIS INC110.01%0.01%0.01%Q4 2020Q4 20201
DG DOLLAR GEN CORP NEW110.01%0.01%0.01%Q4 2020Q4 20201
CCK CROWN HLDGS INC110.01%0.01%0.01%Q4 2020Q4 20201
FB FACEBOOK INC110.00%0.00%0.00%Q4 2020Q4 20201
MA MASTERCARD INCORPORATED110.00%0.00%0.00%Q4 2020Q4 20201
ZBH ZIMMER BIOMET HOLDINGS...110.00%0.00%0.00%Q4 2020Q4 20201
UNP UNION PAC CORP110.00%0.00%0.00%Q4 2020Q4 20201
CERN CERNER CORP110.00%0.00%0.00%Q4 2020Q4 20201
BURL BURLINGTON STORES INC110.00%0.00%0.00%Q4 2020Q4 20201
ORLY OREILLY AUTOMOTIVE INC110.00%0.00%0.00%Q4 2020Q4 20201
ROST ROSS STORES INC110.00%0.00%0.00%Q4 2020Q4 20201
APH AMPHENOL CORP NEW110.00%0.00%0.00%Q4 2020Q4 20201
LMT LOCKHEED MARTIN CORP110.00%0.00%0.00%Q4 2020Q4 20201
MET METLIFE INC110.00%0.00%0.00%Q4 2020Q4 20201
HIX WESTERN ASSET HIGH INC...110.00%0.00%0.00%Q4 2020Q4 20201
XEL XCEL ENERGY INC110.00%0.00%0.00%Q4 2020Q4 20201
PIPR PIPER SANDLER COMPANIES110.00%0.00%0.00%Q4 2020Q4 20201
NFLX NETFLIX INC110.00%0.00%0.00%Q4 2020Q4 20201
GILD GILEAD SCIENCES INC110.00%0.00%0.00%Q4 2020Q4 20201
EA ELECTRONIC ARTS INC110.00%0.00%0.00%Q4 2020Q4 20201
ITOT ISHARES TR110.00%0.00%0.00%Q4 2020Q4 20201
LULU LULULEMON ATHLETICA INC110.00%0.00%0.00%Q4 2020Q4 20201
TSN TYSON FOODS INC110.00%0.00%0.00%Q4 2020Q4 20201
HAS HASBRO INC110.00%0.00%0.00%Q4 2020Q4 20201
SPYV SPDR SER TR110.00%0.00%0.00%Q4 2020Q4 20201
WAB WABTEC110.00%0.00%0.00%Q4 2020Q4 20201
BHF BRIGHTHOUSE FINL INC110.00%0.00%0.00%Q4 2020Q4 20201
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The securities at the top of the list , including ISHARES TR, INVESCO QQQ TR, and VANGUARD SPECIALIZED FUNDS, are the highest-conviction holdings of DEFINED WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by DEFINED WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that DEFINED WEALTH MANAGEMENT, LLC owns currently or has owned in the past.