$178 Million is the total value of Wealth Management Solutions, LLC's 95 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloatng rat trea | $1,052,000 | – | 20,903 | +100.0% | 0.59% | – | |
| SHV | New | ISHARES TRshort treas bd | $781,000 | – | 7,095 | +100.0% | 0.44% | – |
| New | WORLD GOLD TRspdr gld minis | $257,000 | – | 7,163 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 9.8% |
| VANECK VECTORS ETF TR | 8 | Q3 2023 | 6.9% |
| ISHARES TR | 8 | Q3 2023 | 10.7% |
| SPDR SER TR | 8 | Q3 2023 | 5.3% |
| ISHARES TR | 8 | Q3 2023 | 10.4% |
| ISHARES TR | 8 | Q3 2023 | 7.1% |
| ISHARES TR | 8 | Q3 2023 | 3.4% |
| SPDR SER TR | 8 | Q3 2023 | 3.8% |
| APPLE INC | 8 | Q3 2023 | 1.9% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
View Wealth Management Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-03 |
View Wealth Management Solutions, 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.