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Etfis Ser Tr I reaves utils etf shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Etfis Ser Tr I reaves utils etf

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All positions including Etfis Ser Tr I reaves utils etf held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 19k 78.95

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
LPL Financial
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Stifel Financial
Cetera Investment Advisers
Aprio Wealth Management
Envestnet Asset Management
Riggs Asset Managment
Royal Bank of Canada
Great Valley Advisor Group
Commonwealth Equity Services
Raymond James Financial
Adamsbrown Wealth Consultants

View all funds holding Etfis Ser Tr I reaves utils etf