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Wealth Alliance

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon403,0439,53778,178,203,00013,288,961,00011.69  Hist 06/30/2023
iSHARES TRUST IVVCommon109,8704,37248,970,368,0005,602,364,0007.32  Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW76,40672,2335,385,102,0005,118,487,0000.81  Hist 06/30/2023
PIMCO ETF Trust MINTCommon57,98023,2605,784,094,0002,338,139,0000.86  Hist 06/30/2023
AMAZON COM INC AMZNCommon73,2922369,554,345,0002,008,390,0001.43  Hist 06/30/2023
VANGUARD EXTENDED STOCK MAKET INDEX FUND VXFCommon19,07912,4782,839,581,0001,914,071,0000.42  Hist 06/30/2023
iSHARES TRUST QUALCommon110,8272,60914,947,256,0001,521,183,0002.23  Hist 06/30/2023
iShares, Inc. IEMGCommon142,42229,4557,019,965,0001,508,306,0001.05  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon17,5601,6547,784,083,0001,272,271,0001.16  Hist 06/30/2023
iSHARES TRUST IYWCommon67,9879987,401,771,0001,184,499,0001.11  Hist 06/30/2023
Meta Platforms, Inc. FBCommon13,2197693,793,589,0001,154,936,0000.57  Hist 06/30/2023
ELI LILLY & Co LLYCommon7,0284593,295,968,0001,040,103,0000.490.00 Hist 06/30/2023
iSHARES TRUST TLTOPTION13,91610,0191,432,534,0001,017,967,0000.21  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX125,1387,50011,939,460,000919,178,0001.79  Hist 06/30/2023
iSHARES TRUST LQDOPTIONS16,7647,4411,812,846,000790,971,0000.27  Hist 06/30/2023
S&P Global Inc. SPGICOM3,9811,1931,595,953,000634,872,0000.240.00 Hist 06/30/2023
Westfield Emerging Markets Small Cap Fund LP TFIETF45,78814,0002,113,574,000625,260,0000.32  Hist 06/30/2023
iSHARES TRUST USMVCommon54,2776,2014,034,384,000537,312,0000.60  Hist 06/30/2023
iSHARES TRUST EFVMSCI VAL IDX182,9149,2318,951,834,000523,030,0001.34  Hist 06/30/2023
NETFLIX INC NFLXCommon5,39662,376,884,000514,747,0000.360.00 Hist 06/30/2023
Alphabet Inc. GOOGCOM19,5184632,361,092,000379,372,0000.35  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon19,9123,8392,135,607,000373,084,0000.320.00 Hist 06/30/2023
ADOBE INC. ADBECommon3,443161,683,593,000362,930,0000.250.00 Hist 06/30/2023
Innovator ETFs Trust KAPRCommon22,23112,833612,242,000362,255,0000.09  Hist 06/30/2023
INTUITIVE SURGICAL INC ISRGCommon3,4351771,174,564,000342,243,0000.18  Hist 06/30/2023
Innovator ETFs Trust  Common54,8069,4411,635,959,000328,539,0000.24  Hist 06/30/2023
INTUIT INC. INTUCommon2,2716461,040,494,000316,187,0000.160.00 Hist 06/30/2023
iSHARES TRUST IUSBCommon310,89211,00414,136,244,000296,423,0002.11  Hist 06/30/2023
LyondellBasell Industries N.V. LYBCommon12,3283,2771,132,115,000282,308,0000.170.00 Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon7,6641112,613,424,000281,284,0000.39  Hist 06/30/2023
Merck & Co., Inc. MRKCOM17,2981,1681,996,038,000280,019,0000.30  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T PEYCommon42,28715,391812,763,000277,001,0000.12  Hist 06/30/2023
HOME DEPOT, INC. HDCommon6,7424592,094,456,000240,179,0000.310.00 Hist 06/30/2023
UNITED RENTALS, INC. URICommon1,524409678,831,000237,438,0000.100.00 Hist 06/30/2023
ALPS ETF Trust AMLPCommon177,9633,2696,977,924,000225,996,0001.04  Hist 06/30/2023
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