News + Filings Holdings
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Beta Wealth Group, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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DBX ETF TRUST
| HDEF | Common | 254,214 | 254,214 | 5,854,551,000 | 5,854,551,000 | 3.38 | |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| HYS | Common | 6,044 | 6,044 | 551,139,000 | 551,139,000 | 0.32 | |
Hist
| 06/30/2023 |
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EMERSON ELECTRIC CO
| EMR | Common | 5,900 | 5,900 | 533,301,000 | 533,301,000 | 0.31 | 0.00 |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 5,600 | 5,600 | 289,744,000 | 289,744,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 508 | 508 | 214,727,000 | 214,727,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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PROSHARES TR SHORT SANDP 500 NE
| SH | STOCK | 11,000 | 11,000 | 152,680,000 | 152,680,000 | 0.09 | |
Hist
| 06/30/2023 |
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Milestone Pharmaceuticals Inc.
| MIST | Common | 14,127 | 14,127 | 40,262,000 | 40,262,000 | 0.02 | 0.04 |
Hist
| 06/30/2023 |
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