RGT Wealth Advisors as of Dec. 31, 2018
Portfolio Holdings for RGT Wealth Advisors
RGT Wealth Advisors holds 17 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Gold Trust (GLD) | 28.2 | $4.7M | 39k | 121.26 | |
Under Armour Inc Cl C (UA) | 11.1 | $1.9M | 116k | 16.17 | |
Berkshire Hathaway (BRK.B) | 10.6 | $1.8M | 8.7k | 204.20 | |
iShares Gold Trust | 8.3 | $1.4M | 114k | 12.29 | |
Exxon Mobil Corporation (XOM) | 5.9 | $998k | 15k | 68.22 | |
Apple (AAPL) | 5.9 | $987k | 6.3k | 157.67 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 4.7 | $786k | 8.6k | 91.40 | |
Invesco Qqq Trust Series 1 (QQQ) | 4.3 | $716k | 4.6k | 154.21 | |
Veritex Hldgs (VBTX) | 3.6 | $605k | 28k | 21.37 | |
Procter & Gamble Company (PG) | 3.5 | $594k | 6.5k | 91.94 | |
Walt Disney Company (DIS) | 3.3 | $548k | 5.0k | 109.60 | |
Spdr S&p 500 Etf (SPY) | 2.8 | $471k | 1.9k | 249.87 | |
Beacon Roofing Supply (BECN) | 2.7 | $448k | 14k | 31.72 | |
iShares Russell 1000 Growth Index (IWF) | 1.8 | $298k | 2.3k | 131.10 | |
Visa (V) | 1.2 | $209k | 1.6k | 131.70 | |
Barings Bdc (BBDC) | 1.1 | $194k | 22k | 9.02 | |
Cannae Holdings (CNNE) | 1.0 | $171k | 10k | 17.10 |