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Wealth Management Solutions, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Schwab US Dividend Equity ETF SCHDcommon420,61746,43530,545,204,00030,516,938,00019.92  Hist 06/30/2023
VANGUARD WORLD FDS HEALTH CAR VHTSTOCK48,9957,68311,995,006,00011,984,758,0007.82  Hist 06/30/2023
VanEck ETF Trust FLTRCommon406,17314,83110,255,866,00010,246,129,0006.69  Hist 06/30/2023
iSHARES TRUST QUALCommon68,10659,7379,185,438,0009,184,484,0005.99  Hist 06/30/2023
2KSOUNDS CORP TWOKCommon207,4355,0518,056,775,0008,049,293,0005.25  Hist 06/30/2023
iSHARES TRUST SCZCommon73,6558,2364,344,155,0004,340,460,0002.83  Hist 06/30/2023
Virtus Dividend, Interest & Premium Strategy Fund NFJCOM126,2116,0391,541,035,0001,539,679,0001.00  Hist 06/30/2023
MICROSOFT CORP MSFTCommon4,2921261,461,761,0001,460,762,0000.950.00 Hist 06/30/2023
VERIZON COMMUNICATIONS INC VZCommon22,1332,196823,125,000822,339,0000.540.00 Hist 06/30/2023
SYSCO CORP SYYCommon9,817126728,424,000727,683,0000.47  Hist 06/30/2023
BLACKROCK DEBT STRAT FD INC DSUCOM NEW74,185585726,270,000725,593,0000.47  Hist 06/30/2023
ADVENT CONVERTIBLE & INCOME FUND AVKCommon60,02510,307703,491,000702,949,0000.46  Hist 06/30/2023
MCDONALDS CORP MCDCommon2,198121655,785,000655,238,0000.430.00 Hist 06/30/2023
FLOWERS FOODS INC FLOCommon24,1998602,080,000601,385,0000.390.01 Hist 06/30/2023
iSHARES TRUST IVVCommon1,251136557,421,000556,993,0000.36  Hist 06/30/2023
CISCO SYSTEMS, INC. CSCOCommon10,681837552,614,000552,145,0000.360.00 Hist 06/30/2023
PGIM High Yield Bond Fund, Inc. ISDCommon42,2826,942525,137,000524,718,0000.34  Hist 06/30/2023
GENERAL DYNAMICS CORP GDCommon2,311265497,149,000496,641,0000.320.00 Hist 06/30/2023
HOME DEPOT, INC. HDCommon1,565132486,206,000485,753,0000.320.00 Hist 06/30/2023
HIGHLAND INCOME FUND\MA HFROCommon50,8103,507458,811,000458,324,0000.30  Hist 06/30/2023
Medtronic plc MDTCOM5,162830454,734,000454,397,0000.300.00 Hist 06/30/2023
Blackstone Inc. BXStock4,854461451,270,000450,944,0000.29  Hist 06/30/2023
CAPITAL ONE FINANCIAL CORP COFCommon3,91144427,717,000427,358,0000.280.00 Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon2,770213402,834,000402,491,0000.260.00 Hist 06/30/2023
Air Products & Chemicals, Inc. APDCommon1,08479324,543,000324,233,0000.210.00 Hist 06/30/2023
QUALCOMM INC/DE QCOMCommon1,92936229,591,000229,383,0000.15  Hist 06/30/2023
Mirror Merger Sub 2, LLC ETWCOM16,4984,796135,615,000135,524,0000.09  Hist 06/30/2023
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