Evergreen Wealth Solutions

Latest statistics and disclosures from Kintra Wealth's latest quarterly 13F-HR filing:

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Positions held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kintra Wealth

Kintra Wealth holds 218 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Mc Trio Equity B (TRIO) 15.4 $109M NEW 1.8M 61.09
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Mfs Active Exchange Traded F Growth Etf (MFSG) 7.7 $55M NEW 1.9M 28.30
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 6.3 $45M -8% 340k 132.37
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T Rowe Price Etf Cap Appreciation (TCAF) 5.5 $39M NEW 1.0M 38.22
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.2 $30M NEW 626k 47.35
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First Tr Exchange-traded Wcm Intl Equity (WCMI) 3.7 $26M NEW 1.5M 17.01
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Vanguard Specialized Funds Div App Etf (VIG) 3.1 $22M NEW 100k 219.78
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Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 3.0 $22M NEW 409k 52.80
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First Tr Exchange-traded Core Investment (FTCB) 2.8 $20M NEW 931k 21.23
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $17M NEW 356k 48.70
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J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $17M +826% 360k 46.29
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.3 $17M +361% 328k 50.58
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 2.2 $15M +590% 579k 26.52
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.8 $13M -3% 216k 58.12
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 1.5 $11M +382% 217k 50.84
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 1.5 $11M NEW 145k 75.63
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NVIDIA Corporation (NVDA) 1.5 $11M +15% 58k 186.50
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Apple (AAPL) 1.2 $8.4M +64% 31k 271.86
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Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $7.0M NEW 129k 53.88
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $6.7M +304% 155k 43.64
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Microsoft Corporation (MSFT) 0.9 $6.5M +94% 14k 483.63
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Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.9 $6.4M NEW 145k 44.13
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Invesco Exch Trd Slf Idx Invt Grd Defsv (IIGD) 0.8 $5.8M NEW 233k 24.84
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $5.6M +62% 18k 312.99
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.8 $5.4M 277k 19.53
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $5.4M +88% 7.9k 684.90
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Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.8 $5.4M NEW 66k 81.56
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.7 $5.2M NEW 263k 19.74
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Ssga Active Tr State Street My (MYCF) 0.7 $4.8M NEW 192k 25.04
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.7 $4.7M NEW 230k 20.60
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Amazon (AMZN) 0.6 $4.5M +136% 20k 230.82
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.6 $4.3M NEW 41k 103.56
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Capital Group Global Equity SHS (CGGE) 0.6 $4.1M +81% 130k 31.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.9M NEW 5.7k 681.92
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $3.8M NEW 200k 18.84
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.5 $3.7M NEW 173k 21.66
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $3.5M -4% 68k 50.94
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Spdr Series Trust State Street Spd (KOMP) 0.5 $3.3M NEW 55k 59.73
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.4 $3.1M NEW 61k 50.45
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JPMorgan Chase & Co. (JPM) 0.4 $3.0M +81% 9.3k 322.22
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.4 $2.6M NEW 48k 54.83
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.6M +69% 5.2k 502.65
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.3M NEW 71k 32.62
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Abbvie (ABBV) 0.3 $2.3M +177% 10k 228.48
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $2.2M +10% 90k 24.23
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $2.1M NEW 17k 119.32
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $2.1M +19% 46k 44.47
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Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $2.0M NEW 19k 105.65
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $2.0M 89k 22.07
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $2.0M 77k 25.45
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Ishares Tr Ibonds Dec 2032 (IBDX) 0.3 $2.0M 77k 25.53
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $1.7M NEW 35k 49.59
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Tidal Trust I Fundstrat Granny (GRNY) 0.2 $1.7M NEW 69k 24.76
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $1.6M NEW 29k 57.06
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.6M NEW 4.5k 360.11
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Eli Lilly & Co. (LLY) 0.2 $1.6M +168% 1.5k 1074.75
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Meta Platforms Cl A (META) 0.2 $1.5M +51% 2.3k 660.14
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Tesla Motors (TSLA) 0.2 $1.5M +224% 3.3k 449.72
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International Business Machines (IBM) 0.2 $1.4M +21% 4.8k 296.22
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Broadcom (AVGO) 0.2 $1.4M +22% 4.1k 346.08
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.3M NEW 16k 79.73
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $1.3M NEW 23k 55.92
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.3M +9% 9.1k 136.94
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Verizon Communications (VZ) 0.2 $1.3M 31k 40.73
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.2M NEW 16k 78.81
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Mastercard Incorporated Cl A (MA) 0.2 $1.2M 2.1k 570.91
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.2 $1.2M NEW 13k 96.84
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.2 $1.2M NEW 23k 52.95
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Cisco Systems (CSCO) 0.2 $1.2M -6% 15k 77.03
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.2M 29k 40.23
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Lowe's Companies (LOW) 0.2 $1.2M +25% 4.8k 241.17
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $1.1M NEW 11k 98.32
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Caterpillar (CAT) 0.1 $1.0M NEW 1.8k 572.92
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Costco Wholesale Corporation (COST) 0.1 $1.0M +10% 1.2k 862.63
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.0M +334% 10k 99.88
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Tidal Trust Ii Roundhill Gener (CHAT) 0.1 $992k NEW 17k 58.96
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $961k +10% 4.3k 224.68
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First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.1 $956k NEW 38k 25.17
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $937k +64% 4.7k 198.60
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Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $923k 18k 52.87
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M&T Bank Corporation (MTB) 0.1 $904k 4.5k 201.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $900k NEW 14k 62.47
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McKesson Corporation (MCK) 0.1 $893k -2% 1.1k 820.29
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Johnson & Johnson (JNJ) 0.1 $892k +15% 4.3k 206.96
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.1 $879k NEW 17k 51.75
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Palantir Technologies Cl A (PLTR) 0.1 $861k +21% 4.8k 177.75
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $854k +6% 19k 44.41
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First Tr Exchange-traded Common Shs (FDD) 0.1 $850k NEW 49k 17.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $848k +286% 1.4k 614.37
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Intel Corporation (INTC) 0.1 $847k -11% 23k 36.90
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $820k NEW 16k 51.14
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Marsh & McLennan Companies 0.1 $812k NEW 4.4k 185.52
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $800k NEW 15k 53.45
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Strategy Cl A New (MSTR) 0.1 $782k -5% 5.1k 151.95
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Chevron Corporation (CVX) 0.1 $766k +10% 5.0k 152.41
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Roper Industries (ROP) 0.1 $759k -3% 1.7k 445.14
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Visa Com Cl A (V) 0.1 $750k +88% 2.1k 350.72
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Wal-Mart Stores (WMT) 0.1 $743k +72% 6.7k 111.41
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $716k NEW 13k 56.62
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Alphabet Cap Stk Cl C (GOOG) 0.1 $690k +23% 2.2k 313.80
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $679k NEW 13k 51.56
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $673k NEW 13k 50.50
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Kla Corp Com New (KLAC) 0.1 $667k -24% 549.00 1215.35
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $667k NEW 34k 19.57
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $665k +53% 24k 27.38
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $627k NEW 21k 29.61
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $622k NEW 1.3k 473.31
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $613k NEW 2.9k 210.34
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Walt Disney Company (DIS) 0.1 $593k 5.2k 113.77
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $589k NEW 2.4k 246.20
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $584k -15% 24k 24.87
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Ameriprise Financial (AMP) 0.1 $576k 1.2k 490.43
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Stryker Corporation (SYK) 0.1 $561k +8% 1.6k 351.48
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Exxon Mobil Corporation (XOM) 0.1 $559k +67% 4.6k 120.35
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Nucor Corporation (NUE) 0.1 $557k -11% 3.4k 163.10
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $545k -13% 6.5k 84.22
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Prudential Financial (PRU) 0.1 $532k +47% 4.7k 112.87
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DTE Energy Company (DTE) 0.1 $526k -20% 4.1k 128.99
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Microchip Technology (MCHP) 0.1 $523k NEW 8.2k 63.72
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $519k +34% 1.5k 335.27
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Exelon Corporation (EXC) 0.1 $514k +2% 12k 43.59
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Merck & Co (MRK) 0.1 $510k +8% 4.8k 105.27
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American Express Company (AXP) 0.1 $491k -7% 1.3k 369.97
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Ford Motor Company (F) 0.1 $490k 37k 13.12
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J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $490k 7.2k 67.67
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $462k NEW 766.00 603.28
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Air Products & Chemicals (APD) 0.1 $461k 1.9k 247.02
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Bank of America Corporation (BAC) 0.1 $457k -4% 8.3k 55.00
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Union Pacific Corporation (UNP) 0.1 $451k +5% 2.0k 231.26
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Novo-nordisk A S Adr (NVO) 0.1 $450k NEW 8.8k 50.88
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Ishares Tr Core High Dv Etf (HDV) 0.1 $450k +41% 3.7k 121.60
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Northwest Bancshares (NWBI) 0.1 $441k 37k 12.00
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Pfizer (PFE) 0.1 $412k +46% 17k 24.90
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $404k 17k 23.41
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TJX Companies (TJX) 0.1 $403k NEW 2.6k 153.60
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $392k NEW 2.7k 143.98
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Quanta Services (PWR) 0.1 $391k -28% 926.00 422.06
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Corning Incorporated (GLW) 0.1 $390k +59% 4.5k 87.56
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Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $387k +2% 16k 24.28
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Marathon Petroleum Corp (MPC) 0.1 $385k NEW 2.4k 162.64
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $381k -4% 29k 13.25
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Novartis Sponsored Adr (NVS) 0.1 $379k +8% 2.8k 137.87
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $378k -5% 1.2k 304.01
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $377k NEW 12k 31.70
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Raytheon Technologies Corp (RTX) 0.1 $368k NEW 2.0k 183.44
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.1 $364k NEW 13k 28.36
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Masco Corporation (MAS) 0.1 $361k +16% 5.7k 63.46
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Procter & Gamble Company (PG) 0.1 $359k NEW 2.5k 143.30
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Hartford Financial Services (HIG) 0.1 $358k NEW 2.6k 137.80
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Deere & Company (DE) 0.0 $355k +36% 763.00 465.61
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Netflix (NFLX) 0.0 $354k +890% 3.8k 93.76
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American Electric Power Company (AEP) 0.0 $353k NEW 3.1k 115.31
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Park National Corporation (PRK) 0.0 $353k NEW 2.3k 152.18
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Totalenergies Se Act (TTE) 0.0 $345k NEW 5.3k 65.42
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $341k NEW 4.2k 80.37
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Citizens & Northern Corporation (CZNC) 0.0 $341k 17k 20.17
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Philip Morris International (PM) 0.0 $341k +21% 2.1k 160.41
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Amgen (AMGN) 0.0 $325k +22% 994.00 327.38
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Abbott Laboratories (ABT) 0.0 $324k NEW 2.6k 125.31
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $322k +2% 11k 29.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $317k NEW 5.9k 53.76
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $316k 15k 21.15
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $315k NEW 2.7k 114.97
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Pepsi (PEP) 0.0 $314k NEW 2.2k 143.52
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $311k 6.7k 46.71
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Spdr Series Trust State Street Spd (SDY) 0.0 $308k NEW 2.2k 139.13
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Oracle Corporation (ORCL) 0.0 $304k +9% 1.6k 194.92
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Vanguard Index Fds Growth Etf (VUG) 0.0 $303k NEW 621.00 488.20
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Valvoline Inc Common (VVV) 0.0 $299k NEW 10k 29.06
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Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 0.0 $296k NEW 5.8k 51.48
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $291k -40% 5.8k 50.59
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Wabtec Corporation (WAB) 0.0 $287k 1.3k 213.46
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Home Depot (HD) 0.0 $285k NEW 828.00 344.27
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $285k NEW 6.4k 44.42
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $285k +26% 266.00 1069.93
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Thermo Fisher Scientific (TMO) 0.0 $284k NEW 490.00 579.53
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $273k NEW 2.6k 106.70
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Charles Schwab Corporation (SCHW) 0.0 $271k NEW 2.7k 99.91
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Qualcomm (QCOM) 0.0 $268k +4% 1.6k 171.07
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MetLife (MET) 0.0 $266k -21% 3.4k 78.94
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Ishares Tr Us Infrastruc (IFRA) 0.0 $257k NEW 4.9k 52.62
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Gilead Sciences (GILD) 0.0 $256k 2.1k 122.74
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Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $253k NEW 3.3k 75.91
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $252k NEW 8.5k 29.48
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Capital Group Core Balanced SHS (CGBL) 0.0 $251k +3% 7.1k 35.33
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Phillips 66 (PSX) 0.0 $246k +14% 1.9k 129.02
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UnitedHealth (UNH) 0.0 $244k 739.00 330.13
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Target Corporation (TGT) 0.0 $243k -23% 2.5k 97.75
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Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $242k NEW 17k 14.14
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Universal Display Corporation (OLED) 0.0 $242k -3% 2.1k 116.80
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Ishares Silver Tr Ishares (SLV) 0.0 $236k NEW 3.7k 64.42
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Global X Fds Defense Tech Etf (SHLD) 0.0 $234k NEW 3.6k 64.78
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $233k NEW 1.7k 141.08
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $233k NEW 1.2k 191.53
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Ishares Tr Morningstar Grwt (ILCG) 0.0 $231k NEW 2.2k 104.04
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $230k NEW 2.2k 104.09
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Us Bancorp Del Com New (USB) 0.0 $225k NEW 4.2k 53.36
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Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $225k 23k 9.65
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Nextera Energy (NEE) 0.0 $224k NEW 2.8k 80.28
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $221k 824.00 268.35
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Marriott Intl Cl A (MAR) 0.0 $220k NEW 709.00 310.24
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Natwest Group Spons Adr (NWG) 0.0 $219k -2% 13k 17.50
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $217k NEW 4.2k 51.18
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Nuscale Pwr Corp Cl A Com (SMR) 0.0 $217k +2% 15k 14.17
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $211k 1.5k 141.49
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $209k NEW 2.6k 80.63
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $209k -8% 826.00 252.85
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $209k 9.5k 21.95
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Ing Groep Sponsored Adr (ING) 0.0 $206k NEW 7.4k 28.00
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Ciena Corp Com New (CIEN) 0.0 $206k +84% 45k 4.60
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Spdr Gold Tr Gold Shs (GLD) 0.0 $205k NEW 516.00 396.31
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Ishares Gold Tr Ishares New (IAU) 0.0 $203k NEW 2.5k 81.17
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Pentair SHS (PNR) 0.0 $203k +3% 1.9k 104.14
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Host Hotels & Resorts (HST) 0.0 $184k +3% 10k 17.73
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Quantumscape Corp Com Cl A (QS) 0.0 $169k +8% 16k 10.42
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $78k -2% 15k 5.30
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $60k +21% 30k 2.00
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Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $42k +19% 15k 2.92
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Past Filings by Kintra Wealth

SEC 13F filings are viewable for Kintra Wealth going back to 2021