Danda Trouve Investment Management

Latest statistics and disclosures from Danda Trouve Investment Management's latest quarterly 13F-HR filing:

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Positions held by Danda Trouve Investment Management, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Danda Trouve Investment Management

Companies in the Danda Trouve Investment Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sprott Physical Gold Tr Unit (PHYS) 8.4 $6.1M +2% 407k 15.05
Ishares Tr U.s. Tech Etf (IYW) 6.8 $5.0M -50% 17k 301.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 5.8 $4.2M +44% 41k 101.97
Ishares Tr Tips Bd Etf (TIP) 5.4 $4.0M +37% 32k 126.50
Ishares Tr Glob Hlthcre Etf (IXJ) 4.9 $3.6M -3% 50k 71.81
Spdr Gold Tr Gold Shs (GLD) 4.8 $3.5M +541% 20k 177.12
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.6 $3.3M 65k 51.54
Ishares Tr Mbs Etf (MBB) 4.4 $3.2M +5% 29k 110.40
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 4.3 $3.1M 49k 64.10
Nuveen Insd Dividend Advantage (NVG) 4.3 $3.1M 200k 15.66
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.1 $3.0M +196% 19k 163.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.6 $2.7M +18% 45k 59.38
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.6 $2.6M 20k 133.57
Apple (AAPL) 3.2 $2.3M +265% 20k 115.82

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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 2.4 $1.8M +300% 121k 14.74
Hancock John Pfd Income Sh Ben Int (HPI) 2.4 $1.8M -2% 94k 18.82
Schwab Strategic Tr Us Reit Etf (SCHH) 2.3 $1.7M -12% 49k 35.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $1.5M -2% 7.3k 212.98
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.8 $1.3M -38% 25k 52.24
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.7 $1.3M -25% 32k 39.17
Ishares S&p Gsci Commodityishares Unit Ben Int (GSG) 1.7 $1.2M NEW 114k 10.75
Nuveen Select Tax Free Incom Sh Ben Int (NXQ) 1.5 $1.1M 75k 14.98
Ishares Tr Nasdaq Biotech (IBB) 1.5 $1.1M 7.9k 135.38
ConAgra Foods (CAG) 1.2 $907k 25k 35.72
Costco Wholesale Corporation (COST) 1.2 $893k 2.5k 355.07
Ishares Silver Tr Ishares (SLV) 1.2 $869k NEW 40k 21.65
Kraneshares Tr Csi Chi Internet (KWEB) 1.2 $857k NEW 13k 68.19
Kraneshares Tr Bosera Msci Ch (KBA) 1.2 $854k NEW 22k 39.45
Select Sector Spdr Tr Sbi Materials (XLB) 0.9 $641k -3% 10k 63.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $582k NEW 6.7k 86.50
Microsoft Corporation (MSFT) 0.5 $403k +11% 1.9k 210.44
Equity Residential Sh Ben Int (EQR) 0.5 $361k -20% 7.0k 51.26
Sprouts Fmrs Mkt (SFM) 0.5 $346k NEW 17k 20.92
Williams Companies (WMB) 0.4 $284k -3% 14k 19.68
Ready Capital Corp 7% CN SR NT 2023 (RCA) 0.3 $242k -7% 10k 23.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $182k 1.7k 105.51
Amazon (AMZN) 0.2 $173k +14% 55.00 3145.45
John Hancock Pref. Income Fund II (HPF) 0.2 $152k -18% 8.5k 17.84
Oneok (OKE) 0.2 $130k -4% 5.0k 25.91
Johnson & Johnson (JNJ) 0.2 $119k -2% 797.00 149.31
Select Sector Spdr Tr Energy (XLE) 0.2 $118k -9% 3.9k 29.93
Procter & Gamble Company (PG) 0.1 $97k 698.00 138.97
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $91k 1.6k 55.73
Nuveen Quality Pref. Inc. Fund II (JPS) 0.1 $90k -96% 10k 8.84
Abbott Laboratories (ABT) 0.1 $86k 794.00 108.31
United Parcel Service CL B (UPS) 0.1 $83k +900% 500.00 166.00
Merck & Co (MRK) 0.1 $81k -43% 977.00 82.91
Pepsi (PEP) 0.1 $77k 552.00 139.49
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.1 $72k 586.00 122.87
Pfizer (PFE) 0.1 $70k 1.9k 36.69
Home Depot (HD) 0.1 $67k -11% 240.00 279.17
Parker-Hannifin Corporation (PH) 0.1 $66k +62% 325.00 203.08
Freeport-mcmoran CL B (FCX) 0.1 $64k +310% 4.1k 15.61
Northern Trust Corporation (NTRS) 0.1 $62k 794.00 78.09
3M Company (MMM) 0.1 $55k 342.00 160.82
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.1 $53k 2.5k 20.90
Boeing Company (BA) 0.1 $52k -5% 316.00 164.56
Coca-Cola Company (KO) 0.1 $49k 992.00 49.40
Deere & Company (DE) 0.1 $47k +2% 212.00 221.70
Costamare SHS (CMRE) 0.1 $46k NEW 2.0k 23.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $46k 164.00 280.49
Best Buy (BBY) 0.1 $45k +33% 400.00 112.50
Calumet Specialty Prods Ptnr Ut Ltd Partner (CLMT) 0.1 $45k 18k 2.54
PIMCO Corporate Opportunity Fund (PTY) 0.1 $44k 2.8k 15.98
Tesla Motors (TSLA) 0.1 $43k +233% 100.00 430.00
Zoetis Cl A (ZTS) 0.1 $40k 243.00 164.61
Abbvie (ABBV) 0.1 $38k 431.00 88.17
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $38k +75% 700.00 54.29
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 0.1 $38k 2.9k 13.30
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $34k 149.00 228.19
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $34k 2.6k 13.00
Lowe's Companies (LOW) 0.0 $33k +73% 200.00 165.00
Qualcomm (QCOM) 0.0 $33k 281.00 117.44
JPMorgan Chase & Co. (JPM) 0.0 $33k -71% 346.00 95.38
BP Sponsored Adr (BP) 0.0 $31k 1.8k 17.26
Chipotle Mexican Grill (CMG) 0.0 $31k 25.00 1240.00
Caterpillar (CAT) 0.0 $30k +33% 200.00 150.00
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $29k 1.1k 26.70
Alphabet Cap Stk Cl A (GOOGL) 0.0 $29k -33% 20.00 1450.00
General Electric Company (GE) 0.0 $27k 4.4k 6.17
FedEx Corporation (FDX) 0.0 $25k NEW 100.00 250.00
Sherwin-Williams Company (SHW) 0.0 $24k +250% 35.00 685.71
Metropcs Communications (TMUS) 0.0 $23k +24% 200.00 115.00
Wheaton Precious Metals Corp (WPM) 0.0 $21k 423.00 49.65
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $21k NEW 400.00 52.50
Exxon Mobil Corporation (XOM) 0.0 $20k -3% 578.00 34.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $19k 70.00 271.43
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.0 $18k 137.00 131.39
Zillow Group Cl A (ZG) 0.0 $18k NEW 180.00 100.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $17k +50% 375.00 45.33
Advanced Micro Devices (AMD) 0.0 $15k -35% 180.00 83.33
Global X Fds Global X Silver (SIL) 0.0 $12k 285.00 42.11
Silvercorp Metals (SVM) 0.0 $11k 1.5k 7.38
Wal-Mart Stores (WMT) 0.0 $11k +192% 76.00 144.74
Newmont Mining Corporation (NEM) 0.0 $11k 175.00 62.86
Adobe Systems Incorporated (ADBE) 0.0 $10k 20.00 500.00
Mccormick & Co Com Non Vtg (MKC) 0.0 $10k NEW 50.00 200.00
Chevron Corporation (CVX) 0.0 $10k 136.00 73.53
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $10k 181.00 55.25
United Sts Commodity Idx Fdt Cm Rep Copp Fd (CPER) 0.0 $10k NEW 550.00 18.18
First Majestic Silver Corp (AG) 0.0 $10k 1.0k 9.60
Lamb Weston Hldgs (LW) 0.0 $9.0k -64% 143.00 62.94
Fortuna Silver Mines (FSM) 0.0 $9.0k 1.5k 6.21
UnitedHealth (UNH) 0.0 $9.0k NEW 30.00 300.00
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $9.0k -14% 30.00 300.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $8.0k +25% 25.00 320.00
Honeywell International (HON) 0.0 $8.0k NEW 50.00 160.00
Prudential Financial (PRU) 0.0 $8.0k 121.00 66.12
NVIDIA Corporation (NVDA) 0.0 $8.0k NEW 15.00 533.33
Netflix (NFLX) 0.0 $8.0k NEW 15.00 533.33
Pan American Silver Corp Can (PAAS) 0.0 $8.0k 236.00 33.90
Dupont De Nemours (DD) 0.0 $8.0k 142.00 56.34
Dow (DOW) 0.0 $7.0k 142.00 49.30
Select Sector Spdr Tr Technology (XLK) 0.0 $7.0k -33% 60.00 116.67
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $7.0k NEW 250.00 28.00
Endeavour Silver Corp (EXK) 0.0 $7.0k 2.0k 3.54
Ishares Msci Jpn Etf New (EWJ) 0.0 $6.0k NEW 100.00 60.00
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.0 $6.0k 26.00 230.77
Enterprise Products Partners (EPD) 0.0 $6.0k 356.00 16.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $4.0k 53.00 75.47
Cisco Systems (CSCO) 0.0 $4.0k -71% 100.00 40.00
Target Corporation (TGT) 0.0 $4.0k -16% 25.00 160.00
Southwest Airlines (LUV) 0.0 $4.0k NEW 100.00 40.00
Corteva (CTVA) 0.0 $4.0k 142.00 28.17
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $3.0k +30% 216.00 13.89
Regeneron Pharmaceuticals (REGN) 0.0 $3.0k -83% 5.00 600.00
Ishares Tr Msci Global Imp (SDG) 0.0 $3.0k 32.00 93.75
Proshares Tr Pet Care Etf (PAWZ) 0.0 $3.0k NEW 50.00 60.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $3.0k NEW 25.00 120.00
Mcewen Mining (MUX) 0.0 $2.0k 2.2k 0.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.0k 27.00 74.07
Royal Caribbean Cruises (RCL) 0.0 $2.0k NEW 25.00 80.00
Peloton Interactive Cl A Com (PTON) 0.0 $2.0k NEW 25.00 80.00
Ssr Mining (SSRM) 0.0 $2.0k 95.00 21.05
Swedish Expt Cr Corp Rg Metal Etn22 (RJZ) 0.0 $2.0k 235.00 8.51
Wabtec Corporation (WAB) 0.0 $1.0k 10.00 100.00
General Motors Company (GM) 0.0 $1.0k NEW 50.00 20.00
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $1.0k 4.00 250.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $0 1.00 0.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $0 1.00 0.00
Ishares Tr National Mun Etf (MUB) 0.0 $0 1.00 0.00
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $0 1.00 0.00
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $0 5.00 0.00
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $0 4.00 0.00
Blackrock Muniyield Quality Fund (MQY) 0.0 $0 13.00 0.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $0 1.00 0.00
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $0 2.00 0.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $0 18.00 0.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $0 14.00 0.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $0 7.00 0.00
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $0 2.00 0.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $0 1.00 0.00
Manchester Utd Ord Cl A (MANU) 0.0 $0 5.00 0.00
Peabody Energy (BTU) 0.0 $0 -61% 41.00 0.00
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $0 1.00 0.00
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 0.0 $0 4.00 0.00

Past Filings by Danda Trouve Investment Management

SEC 13F filings are viewable for Danda Trouve Investment Management going back to 2019