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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Sontag Advisory

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 4.2k 47.55

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
Bank of America Corporation
Raymond James Financial Services Advisors
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Wells Fargo & Company
Janney Capital Management
Raymond James & Associates
SignalPoint Asset Management
Treynor Bancshares
Royal Bank of Canada
Private Advisor
Carnegie Capital Asset Management
Orion Portfolio Solutions

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis