Instrumental Wealth

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

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

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Portfolio Holdings for Instrumental Wealth

Instrumental Wealth holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Riot Blockchain (RIOT) 59.4 $136M +123545% 13M 10.34
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Ishares Tr S&p 500 Grwt Etf (IVW) 5.2 $12M -11% 135k 88.14
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Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $11M +364% 185k 59.15
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.5 $10M -6% 188k 54.96
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Ishares Tr S&p 500 Val Etf (IVE) 3.9 $8.9M -16% 49k 182.12
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Ishares Tr Ibonds Dec 2033 (IBDY) 3.3 $7.6M -2% 303k 24.94
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $6.8M -14% 13k 532.57
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Pacer Fds Tr Developed Mrkt (ICOW) 2.9 $6.6M -4% 201k 33.02
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Amplify Etf Tr Amplify Cybersec (HACK) 1.3 $3.1M NEW 50k 61.70
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Pacer Fds Tr Pacer Us Small (CALF) 1.3 $3.0M 65k 46.17
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Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.0M -2% 37k 81.32
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Ishares Tr Gl Clean Ene Etf (ICLN) 1.2 $2.8M +92% 184k 15.08
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Ishares Gold Tr Ishares New (IAU) 1.0 $2.3M -9% 51k 44.57
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.7 $1.6M 76k 21.07
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.7 $1.6M +43% 63k 24.63
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Apple (AAPL) 0.6 $1.3M +10% 6.8k 190.00
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.3M 4.4k 290.30
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Microsoft Corporation (MSFT) 0.5 $1.1M +5% 2.5k 430.33
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NVIDIA Corporation (NVDA) 0.4 $980k +7% 860.00 1139.06
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Amazon (AMZN) 0.4 $907k +6% 5.0k 182.15
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Alphabet Cap Stk Cl C (GOOG) 0.2 $551k 3.1k 178.02
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Wheels Up Experience Com Cl A (UP) 0.2 $545k +21% 189k 2.88
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Meta Platforms Cl A (META) 0.2 $505k +13% 1.1k 479.98
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Exxon Mobil Corporation (XOM) 0.2 $501k +13% 4.4k 114.85
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Tidal Tr Ii Yieldmax Tsla Op 0.2 $486k NEW 32k 15.17
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Merck & Co (MRK) 0.2 $456k +8% 3.6k 126.08
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $367k +10% 2.2k 163.73
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $350k +7% 2.0k 176.40
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Chevron Corporation (CVX) 0.1 $344k +7% 2.2k 159.07
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $304k -5% 13k 23.16
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Nuveen Equity Premium Income Fund (BXMX) 0.1 $297k +3% 23k 13.17
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Coca-Cola Company (KO) 0.1 $284k +2% 4.6k 61.82
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $278k +13% 689.00 403.90
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Eli Lilly & Co. (LLY) 0.1 $274k NEW 339.00 808.69
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $273k +22% 1.3k 203.46
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $245k -5% 7.8k 31.47
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Ishares Core Msci Emkt (IEMG) 0.1 $240k 4.4k 53.96
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Heritage Ins Hldgs (HRTG) 0.1 $219k +109% 28k 7.88
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Ishares Tr Eafe Value Etf (EFV) 0.1 $218k 3.9k 55.96
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Visa Com Cl A (V) 0.1 $213k NEW 786.00 270.89
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JPMorgan Chase & Co. (JPM) 0.1 $210k NEW 1.1k 199.49
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PIMCO Corporate Opportunity Fund (PTY) 0.1 $168k -2% 12k 14.30
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D-wave Quantum (QBTS) 0.0 $41k NEW 29k 1.40
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Past Filings by Instrumental Wealth

SEC 13F filings are viewable for Instrumental Wealth going back to 2023