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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Brian McDonald

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

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All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 1.0k 52.11
2024-06-30 $102k 2.1k 48.02
2024-03-31 $112k 2.2k 51.02
2023-09-30 $98k 2.3k 42.06

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
CacheTech
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Raymond James Financial Services Advisors
LPL Financial
Wells Fargo & Company
Goss Wealth Management
Madison Park Capital Advisors
Bank of America Corporation
SignalPoint Asset Management
Sanctuary Advisors
Cohen & Steers Capital Management
Treynor Bancshares

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis