Wealth Quarterback
Latest statistics and disclosures from Wealth Quarterback's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMB, TLT, GLD, QQQ, SLV, and represent 26.63% of Wealth Quarterback's stock portfolio.
- Added to shares of these 10 stocks: GLD, AMZN, TLT, FB, LCID, D, AAPL, SPY, NKE, MMM.
- Started 59 new stock positions in MEC, IRM, SID, CEF, ADNT, LOGI, IXUS, BBWI, TSM, EPR.
- Reduced shares in these 10 stocks: Churchill Capital Iv Corp, AMD, QQQ, EMB, QUAL, General Electric Company, RSP, MAR, FLOT, ITOT.
- Sold out of its positions in ASO, ABEV, MT, ATHX, AVTR, CAR, RILY, BMEZ, BWA, Bowl America Incorporated.
- Wealth Quarterback was a net buyer of stock by $12M.
- Wealth Quarterback has $105M in assets under management (AUM), dropping by -35.94%.
- Central Index Key (CIK): 0001803386
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Portfolio Holdings for Wealth Quarterback
Companies in the Wealth Quarterback portfolio as of the September 2021 quarterly 13F filing
Wealth Quarterback has 841 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wealth Quarterback Sept. 30, 2021 positions
- Download the Wealth Quarterback September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 7.2 | $7.6M | -2% | 70k | 108.90 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.2 | $5.5M | +25% | 38k | 145.28 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.1 | $5.4M | +121% | 72k | 75.10 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $5.2M | -6% | 14k | 357.97 | |
| Ishares Silver Tr Ishares (SLV) | 4.2 | $4.5M | +3% | 218k | 20.39 | |
| Apple (AAPL) | 3.9 | $4.1M | +15% | 35k | 116.08 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.0 | $3.2M | -5% | 24k | 131.76 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.3M | 8.2k | 281.95 | ||
| Ishares Tr Tips Bd Etf (MTUM) | 1.8 | $1.9M | +5% | 12k | 151.17 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 1.4 | $1.5M | -3% | 21k | 73.48 | |
| Ishares Core Msci Emkt (IEMG) | 1.4 | $1.5M | -3% | 25k | 61.28 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 1.3 | $1.3M | -3% | 94k | 14.42 | |
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $1.3M | -4% | 39k | 33.42 | |
| Amazon (AMZN) | 1.2 | $1.3M | +10018% | 43k | 29.53 | |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.3M | 471.00 | 2675.16 | ||
| Facebook Cl A (FB) | 1.2 | $1.3M | +135% | 9.2k | 136.23 | |
| Invesco Insured Municipal Income Trust (IIM) | 1.1 | $1.2M | +3% | 72k | 16.31 | |
| McDonald's Corporation (MCD) | 1.0 | $1.1M | -2% | 4.6k | 241.19 | |
| Costco Wholesale Corporation (COST) | 1.0 | $1.1M | 2.5k | 432.65 | ||
| Chevron Corporation (CVX) | 1.0 | $1.0M | +79% | 19k | 54.06 | |
| Palo Alto Networks (PANW) | 1.0 | $1.0M | -7% | 2.2k | 457.28 | |
| At&t (T) | 0.9 | $926k | 34k | 27.01 | ||
| Verizon Communications (VZ) | 0.9 | $926k | +24% | 21k | 43.18 | |
| Ishares Tr Tips Bd Etf (IEFA) | 0.9 | $921k | +2% | 13k | 69.74 | |
| Coca-Cola Company (KO) | 0.9 | $920k | +58% | 31k | 30.08 | |
| Automatic Data Processing (ADP) | 0.8 | $876k | 4.4k | 200.09 | ||
| Ishares Tr Tips Bd Etf (HEFA) | 0.8 | $871k | 26k | 33.41 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $864k | 12k | 72.64 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $823k | 2.00 | 411500.00 | ||
| Adobe Systems Incorporated (ADBE) | 0.8 | $816k | -3% | 1.5k | 550.61 | |
| Becton, Dickinson and (BDX) | 0.7 | $765k | -11% | 3.1k | 246.06 | |
| Kraneshares Tr Bosera Msci Ch (KBA) | 0.7 | $753k | -9% | 17k | 43.70 | |
| Dominion Resources (D) | 0.7 | $740k | +397% | 77k | 9.62 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.7 | $740k | -3% | 2.7k | 269.97 | |
| Lucid Group (LCID) | 0.7 | $694k | NEW | 29k | 24.15 | |
| Ishares Tr Tips Bd Etf (USMV) | 0.7 | $690k | +4% | 11k | 65.46 | |
| 3M Company (MMM) | 0.7 | $690k | +254% | 15k | 46.18 | |
| Tekla World Healthcare Ben Int Shs (THW) | 0.7 | $689k | +2% | 42k | 16.46 | |
| Travelers Companies (TRV) | 0.6 | $675k | -2% | 4.6k | 145.54 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $665k | 4.6k | 145.55 | ||
| W.R. Berkley Corporation (WRB) | 0.6 | $656k | -2% | 9.0k | 73.21 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $638k | -3% | 5.9k | 107.35 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $598k | +119% | 23k | 26.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $595k | +658% | 12k | 49.12 | |
| Tesla Motors (TSLA) | 0.5 | $567k | +429% | 3.8k | 148.00 | |
| Bank of New York Mellon Corporation (BK) | 0.5 | $550k | +2% | 12k | 46.06 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $548k | -9% | 5.4k | 102.07 | |
| Nike CL B (NKE) | 0.5 | $531k | +1982% | 3.7k | 142.47 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $529k | -6% | 5.3k | 100.76 | |
| Advanced Micro Devices (AMD) | 0.5 | $523k | -55% | 5.1k | 102.91 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $470k | -18% | 9.2k | 50.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $468k | 1.7k | 273.20 | ||
| Public Service Enterprise (PEG) | 0.4 | $464k | 7.6k | 60.92 | ||
| Altria (MO) | 0.4 | $461k | +153% | 21k | 21.91 | |
| Home Depot (HD) | 0.4 | $457k | -3% | 1.4k | 325.73 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $427k | +67% | 15k | 29.48 | |
| International Business Machines (IBM) | 0.4 | $412k | -8% | 3.0k | 138.95 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $410k | +621% | 62k | 6.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $373k | -25% | 2.5k | 149.92 | |
| Wheels Up Experience Com Cl A (UP) | 0.3 | $362k | NEW | 56k | 6.48 | |
| Intel Corporation (INTC) | 0.3 | $359k | -2% | 6.7k | 53.30 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $337k | +649% | 16k | 20.89 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $330k | -23% | 3.4k | 98.45 | |
| Eli Lilly & Co. (LLY) | 0.3 | $329k | -3% | 1.4k | 231.04 | |
| IDEXX Laboratories (IDXX) | 0.3 | $311k | 500.00 | 622.00 | ||
| Caterpillar (CAT) | 0.3 | $307k | 1.6k | 192.24 | ||
| Pepsi (PEP) | 0.3 | $301k | 2.0k | 150.58 | ||
| Gabelli Utility Trust (GUT) | 0.3 | $301k | +66% | 38k | 7.88 | |
| Merck & Co (MRK) | 0.3 | $299k | +667% | 34k | 8.87 | |
| Ishares Tr Tips Bd Etf (GOVT) | 0.3 | $296k | +6% | 12k | 25.00 | |
| Enbridge (ENB) | 0.3 | $291k | +70% | 13k | 21.77 | |
| Oracle Corporation (ORCL) | 0.3 | $284k | -3% | 3.3k | 87.20 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $283k | 1.3k | 222.13 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $283k | -14% | 973.00 | 290.85 | |
| Trane Technologies SHS (TT) | 0.3 | $274k | 1.6k | 173.09 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $267k | +24% | 6.9k | 38.85 | |
| Citigroup Com New (C) | 0.2 | $246k | +2% | 3.5k | 70.31 | |
| Honeywell International (HON) | 0.2 | $245k | -3% | 1.2k | 213.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $238k | -4% | 89.00 | 2674.16 | |
| Boeing Company (BA) | 0.2 | $236k | -7% | 1.1k | 220.56 | |
| Target Corporation (TGT) | 0.2 | $234k | 1.0k | 228.96 | ||
| Cisco Systems (CSCO) | 0.2 | $229k | 4.2k | 54.56 | ||
| Paypal Holdings (PYPL) | 0.2 | $228k | -4% | 874.00 | 260.87 | |
| Visa Com Cl A (V) | 0.2 | $225k | -9% | 1.1k | 209.69 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $220k | +162% | 6.0k | 36.97 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $218k | +14% | 3.9k | 55.93 | |
| Union Pacific Corporation (UNP) | 0.2 | $217k | -11% | 1.1k | 200.00 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLK) | 0.2 | $213k | +115% | 3.7k | 58.20 | |
| Telus Ord (TU) | 0.2 | $209k | NEW | 9.5k | 22.03 | |
| Dollar General (DG) | 0.2 | $201k | 1.0k | 200.60 | ||
| Abbvie (ABBV) | 0.2 | $196k | -15% | 1.8k | 108.35 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $195k | -10% | 564.00 | 345.74 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $193k | 2.2k | 86.24 | ||
| Thermo Fisher Scientific (TMO) | 0.2 | $191k | 333.00 | 573.57 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $189k | -14% | 3.4k | 56.40 | |
| Apple Hospitality Reit Com New (APLE) | 0.2 | $189k | 12k | 15.80 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $184k | +289% | 850.00 | 216.47 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $184k | -2% | 1.4k | 132.76 | |
| Female Health (VERU) | 0.2 | $171k | 20k | 8.55 | ||
| Colgate-Palmolive Company (CL) | 0.2 | $170k | 2.2k | 75.69 | ||
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $164k | +500% | 2.9k | 56.83 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $162k | 11k | 15.20 | ||
| Ryder System (R) | 0.2 | $162k | 2.0k | 82.99 | ||
| Freeport-mcmoran CL B (FCX) | 0.2 | $159k | -5% | 4.9k | 32.58 | |
| Truist Financial Corp equities (TFC) | 0.1 | $158k | 2.7k | 58.76 | ||
| Abbott Laboratories (ABT) | 0.1 | $149k | 1.3k | 118.25 | ||
| Chubb (CB) | 0.1 | $149k | +10% | 859.00 | 173.46 | |
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $148k | 8.6k | 17.14 | ||
| PPL Corporation (PPL) | 0.1 | $147k | +81% | 11k | 13.64 | |
| Clorox Company (CLX) | 0.1 | $147k | -12% | 886.00 | 165.91 | |
| Hershey Company (HSY) | 0.1 | $147k | -5% | 868.00 | 169.35 | |
| American Electric Power Company (AEP) | 0.1 | $147k | +804% | 20k | 7.36 | |
| Medtronic SHS (MDT) | 0.1 | $145k | +670% | 9.0k | 16.03 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $141k | 1.7k | 81.08 | ||
| Wyndham Hotels And Resorts (WH) | 0.1 | $141k | -19% | 1.8k | 77.47 | |
| Valley National Ban (VLY) | 0.1 | $131k | 9.8k | 13.31 | ||
| Manulife Finl Corp (MFC) | 0.1 | $128k | 6.6k | 19.38 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $127k | +1163% | 2.4k | 52.09 | |
| Diageo Spon Adr New (DEO) | 0.1 | $127k | -13% | 655.00 | 193.89 | |
| Kla Corp Com New (KLAC) | 0.1 | $119k | 356.00 | 334.27 | ||
| American Equity Investment Life Holding (AEL) | 0.1 | $118k | 4.0k | 29.63 | ||
| BlackRock (BLK) | 0.1 | $117k | -15% | 139.00 | 841.73 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $116k | +2124% | 4.4k | 26.20 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $115k | NEW | 6.7k | 17.18 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $111k | 967.00 | 114.79 | ||
| Starwood Property Trust (STWD) | 0.1 | $111k | +335% | 22k | 5.15 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $110k | 3.2k | 34.90 | ||
| Linde SHS (LIN) | 0.1 | $110k | 375.00 | 293.33 | ||
| Illinois Tool Works (ITW) | 0.1 | $108k | 522.00 | 206.90 | ||
| Air Products & Chemicals (APD) | 0.1 | $108k | 418.00 | 258.37 | ||
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $103k | +19% | 3.4k | 30.46 | |
| Micron Technology (MU) | 0.1 | $103k | -27% | 1.4k | 71.38 | |
| FedEx Corporation (FDX) | 0.1 | $103k | 468.00 | 220.09 | ||
| Etf Managers Tr Prime Mobile Pay (IPAY) | 0.1 | $99k | -18% | 1.5k | 67.72 | |
| Bristol Myers Squibb (BMY) | 0.1 | $99k | +6% | 1.7k | 56.67 | |
| Square Cl A (SQ) | 0.1 | $99k | 409.00 | 242.05 | ||
| American Express Company (AXP) | 0.1 | $92k | 544.00 | 169.12 | ||
| Qualcomm (QCOM) | 0.1 | $91k | 700.00 | 130.00 | ||
| Enterprise Products Partners (EPD) | 0.1 | $87k | 4.0k | 21.75 | ||
| Amgen (AMGN) | 0.1 | $86k | 400.00 | 215.00 | ||
| Nuveen Muni Value Fund (NUV) | 0.1 | $85k | 7.4k | 11.42 | ||
| Marriott Intl Cl A (MAR) | 0.1 | $85k | -59% | 573.00 | 148.34 | |
| Carrier Global Corporation (CARR) | 0.1 | $84k | -2% | 1.6k | 52.01 | |
| General Dynamics Corporation (GD) | 0.1 | $84k | 425.00 | 197.65 | ||
| LMP Capital and Income Fund (SCD) | 0.1 | $83k | 6.0k | 13.92 | ||
| Cardinal Health (CAH) | 0.1 | $83k | 1.7k | 49.49 | ||
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $83k | +3176% | 20k | 4.20 | |
| Ingersoll Rand (IR) | 0.1 | $82k | 1.6k | 50.43 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $82k | 296.00 | 277.03 | ||
| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $82k | +2577% | 6.8k | 12.11 | |
| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $81k | 5.2k | 15.53 | ||
| McKesson Corporation (MCK) | 0.1 | $79k | +618% | 3.4k | 23.36 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $79k | -38% | 300.00 | 263.33 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $79k | -34% | 306.00 | 258.17 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $78k | +73% | 2.9k | 27.17 | |
| Xcel Energy (XEL) | 0.1 | $77k | 1.2k | 63.11 | ||
| Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.1 | $76k | +4% | 5.4k | 14.05 | |
| Owens Corning (OC) | 0.1 | $75k | 874.00 | 85.81 | ||
| Royal Dutch Shell Spon Adr B (RDS.B) | 0.1 | $72k | +7% | 1.6k | 44.75 | |
| Pvh Corporation (PVH) | 0.1 | $71k | 687.00 | 103.35 | ||
| Senseonics Hldgs (SENS) | 0.1 | $70k | +102000% | 20k | 3.43 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $69k | +32% | 785.00 | 87.90 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $69k | -11% | 172.00 | 401.16 | |
| Nextera Energy (NEE) | 0.1 | $69k | -33% | 877.00 | 78.68 | |
| Crown Castle Intl (CCI) | 0.1 | $69k | 398.00 | 173.37 | ||
| Church & Dwight (CHD) | 0.1 | $68k | 817.00 | 83.23 | ||
| D.R. Horton (DHI) | 0.1 | $66k | 777.00 | 84.94 | ||
| Dupont De Nemours (DD) | 0.1 | $65k | +3783% | 85k | 0.76 | |
| Clean Energy Fuels (CLNE) | 0.1 | $64k | 7.8k | 8.26 | ||
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.1 | $64k | 1.4k | 45.10 | ||
| Moderna (MRNA) | 0.1 | $63k | +22433% | 87k | 0.73 | |
| Bank of America Corporation (BAC) | 0.1 | $63k | 1.5k | 42.48 | ||
| Invesco Exchange Traded Fd T Dwa Staples (PSL) | 0.1 | $63k | 700.00 | 90.00 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $62k | 1.9k | 33.42 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $61k | -35% | 386.00 | 158.03 | |
| Broadcom (AVGO) | 0.1 | $60k | 123.00 | 487.80 | ||
| Corteva (CTVA) | 0.1 | $59k | +1975% | 54k | 1.10 | |
| Invesco Exchange Traded Fd T Dwa Utils Mumt (PUI) | 0.1 | $59k | 1.8k | 32.78 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $59k | +29% | 1.6k | 37.82 | |
| Stryker Corporation (SYK) | 0.1 | $57k | 213.00 | 267.61 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $57k | +857% | 8.8k | 6.48 | |
| ConocoPhillips (COP) | 0.1 | $56k | 814.00 | 68.80 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $56k | 378.00 | 148.15 | ||
| Phillips 66 (PSX) | 0.1 | $56k | +15% | 798.00 | 70.18 | |
| Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Sponsored Ads A (VIPS) | 0.1 | $55k | NEW | 1.8k | 31.43 | |
| Applied Materials (AMAT) | 0.1 | $55k | +61% | 675.00 | 81.48 | |
| Mastercard Inc Class A Cl A (MA) | 0.1 | $55k | +186% | 152.00 | 361.84 | |
| Nucor Corporation (NUE) | 0.1 | $54k | -3% | 540.00 | 100.00 | |
| Welltower Inc Com reit (WELL) | 0.1 | $54k | 645.00 | 83.72 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $52k | +774% | 9.9k | 5.25 | |
| Allstate Corporation (ALL) | 0.0 | $52k | 408.00 | 127.45 | ||
| Whirlpool Corporation (WHR) | 0.0 | $52k | -25% | 254.00 | 204.72 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $51k | +697% | 9.0k | 5.68 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $50k | 2.2k | 22.35 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $50k | +51% | 50.00 | 1000.00 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $50k | 627.00 | 79.74 | ||
| Cigna Corp (CI) | 0.0 | $50k | 247.00 | 202.43 | ||
| Spdr Ser Tr S&p Pharmac (XPH) | 0.0 | $50k | -18% | 1.1k | 47.44 | |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.0 | $50k | NEW | 5.1k | 9.73 | |
| Waste Management (WM) | 0.0 | $49k | 323.00 | 151.70 | ||
| TFS Financial Corporation (TFSL) | 0.0 | $49k | +1385% | 2.3k | 20.88 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.0 | $49k | 2.2k | 21.99 | ||
| AutoZone (AZO) | 0.0 | $48k | 28.00 | 1714.29 | ||
| Nuance Communications (NUAN) | 0.0 | $48k | 865.00 | 55.49 | ||
| Charles Schwab Us Reit Etf Us Reit Etf (SCHH) | 0.0 | $48k | NEW | 1.2k | 41.63 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.0 | $48k | 2.2k | 21.86 | ||
| Omega Healthcare Investors (OHI) | 0.0 | $47k | +782% | 1.3k | 36.98 | |
| Peak (PEAK) | 0.0 | $46k | 1.4k | 33.80 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $46k | -15% | 554.00 | 83.03 | |
| MetLife (MET) | 0.0 | $46k | 733.00 | 62.76 | ||
| Dell Technologies CL C (DELL) | 0.0 | $46k | -21% | 442.00 | 104.07 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $46k | +3% | 760.00 | 60.53 | |
| salesforce (CRM) | 0.0 | $45k | +13% | 165.00 | 272.73 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $45k | +40% | 462.00 | 97.40 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $45k | 124.00 | 362.90 | ||
| Myr (MYRG) | 0.0 | $45k | 448.00 | 100.45 | ||
| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.0 | $45k | NEW | 454.00 | 99.12 | |
| General Mills (GIS) | 0.0 | $44k | +21% | 733.00 | 60.03 | |
| National Health Investors (NHI) | 0.0 | $44k | +427% | 4.5k | 9.68 | |
| Prologis (PLD) | 0.0 | $44k | 351.00 | 125.36 | ||
| Teladoc (TDOC) | 0.0 | $44k | 345.00 | 127.54 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.0 | $44k | 2.1k | 21.34 | ||
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $43k | -56% | 358.00 | 120.11 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $43k | 2.0k | 21.75 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $42k | -3% | 273.00 | 153.85 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $42k | 345.00 | 121.74 | ||
| The Trade Desk Com Cl A (TTD) | 0.0 | $42k | 590.00 | 71.19 | ||
| Schwab Fundamental Intl Smal Com Etf Schwb Fdt Int Sc (FNDC) | 0.0 | $42k | NEW | 1.1k | 38.15 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $42k | 1.9k | 22.30 | ||
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $41k | 18k | 2.29 | ||
| Pembina Pipeline Corp (PBA) | 0.0 | $41k | 1.3k | 32.16 | ||
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $41k | 615.00 | 66.67 | ||
| Exelon Corporation (EXC) | 0.0 | $41k | 835.00 | 49.10 | ||
| Bce Com New (BCE) | 0.0 | $40k | 799.00 | 50.06 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $40k | 142.00 | 281.69 | ||
| Arbor Realty Trust (ABR) | 0.0 | $40k | NEW | 2.5k | 15.98 | |
| Analog Devices (ADI) | 0.0 | $39k | 233.00 | 167.38 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $39k | -2% | 353.00 | 110.48 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $39k | -14% | 763.00 | 51.11 | |
| Kansas City Southern Com New (KSU) | 0.0 | $38k | 139.00 | 273.38 | ||
| Lowe's Companies (LOW) | 0.0 | $38k | 185.00 | 205.41 | ||
| Tri-Continental Corporation (TY) | 0.0 | $38k | 1.1k | 34.27 | ||
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $38k | +34% | 1.1k | 33.13 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $38k | -40% | 565.00 | 67.26 | |
| Sap Se Spon Adr (SAP) | 0.0 | $37k | 267.00 | 138.58 | ||
| Tri Pointe Homes (TPH) | 0.0 | $37k | +65% | 2.9k | 12.82 | |
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $36k | 2.6k | 13.94 | ||
| Prospect Capital Corporation (PSEC) | 0.0 | $36k | +2% | 4.6k | 7.76 | |
| Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV) | 0.0 | $36k | NEW | 542.00 | 66.42 | |
| Axon Enterprise (AXON) | 0.0 | $36k | 200.00 | 180.00 | ||
Past Filings by Wealth Quarterback
SEC 13F filings are viewable for Wealth Quarterback going back to 2019
- Wealth Quarterback 2021 Q3 filed Nov. 17, 2021
- Wealth Quarterback 2021 Q2 filed Aug. 11, 2021
- Wealth Quarterback 2020 Q4 filed Feb. 17, 2021
- Wealth Quarterback 2020 Q3 filed Nov. 16, 2020
- Wealth Quarterback 2020 Q2 filed Aug. 17, 2020
- Wealth Quarterback 2020 Q1 filed May 14, 2020
- Wealth Quarterback 2019 Q4 restated filed Feb. 27, 2020
- Wealth Quarterback 2019 Q4 filed Feb. 18, 2020