RGT Wealth Advisors as of March 31, 2019
Portfolio Holdings for RGT Wealth Advisors
RGT Wealth Advisors holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Gold Trust (GLD) | 26.9 | $4.7M | 38k | 122.01 | |
Under Armour Inc Cl C (UA) | 12.6 | $2.2M | 116k | 18.87 | |
iShares Gold Trust | 8.1 | $1.4M | 114k | 12.38 | |
Apple (AAPL) | 8.0 | $1.4M | 7.3k | 190.01 | |
Berkshire Hathaway (BRK.B) | 7.8 | $1.4M | 6.7k | 200.95 | |
Spdr S&p 500 Etf (SPY) | 6.0 | $1.0M | 3.7k | 282.51 | |
Invesco Qqq Trust Series 1 (QQQ) | 4.8 | $834k | 4.6k | 179.63 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 4.6 | $794k | 7.6k | 104.47 | |
Veritex Hldgs (VBTX) | 4.0 | $686k | 28k | 24.24 | |
Procter & Gamble Company (PG) | 3.9 | $672k | 6.5k | 104.01 | |
Walt Disney Company (DIS) | 3.3 | $568k | 5.1k | 111.02 | |
First American Financial (FAF) | 2.4 | $416k | 8.1k | 51.45 | |
CoreLogic | 2.2 | $384k | 10k | 37.23 | |
iShares Russell 1000 Growth Index (IWF) | 2.0 | $344k | 2.3k | 151.34 | |
Kimbell Rty Partners Lp unit (KRP) | 1.4 | $244k | 13k | 18.29 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 1.2 | $203k | 4.3k | 46.74 | |
Barings Bdc (BBDC) | 0.7 | $116k | 12k | 9.83 | |
Epsilon Energy (EPSN) | 0.3 | $51k | 12k | 4.33 |