News + Filings Holdings
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Wealth Quarterback LLC
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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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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 200,470 | 200,470 | 6,757,829,000 | 6,757,829,000 | 4.68 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 17,552 | 17,552 | 2,329,619,000 | 2,329,619,000 | 1.61 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 34,768 | 34,768 | 2,275,215,000 | 2,275,215,000 | 1.58 | |
Hist
| 06/30/2023 |
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AMERICAN FINANCIAL GROUP INC
| AFG | Common | 5,232 | 5,232 | 621,300,000 | 621,300,000 | 0.43 | 0.01 |
Hist
| 06/30/2023 |
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PARKER HANNIFIN CORP
| PH | Common | 1,587 | 1,587 | 619,046,000 | 619,046,000 | 0.43 | 0.00 |
Hist
| 06/30/2023 |
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Chubb Ltd
| CB | COM | 3,182 | 3,182 | 612,769,000 | 612,769,000 | 0.42 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB CHARLES CORP
| SCHW | Common | 10,285 | 10,285 | 582,954,000 | 582,954,000 | 0.40 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 1,649 | 1,649 | 286,675,000 | 286,675,000 | 0.20 | |
Hist
| 06/30/2023 |
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SOUTHERN CO
| SO | Common | 3,754 | 3,754 | 263,732,000 | 263,732,000 | 0.18 | |
Hist
| 06/30/2023 |
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KIMBERLY CLARK CORP
| KMB | Common | 1,769 | 1,769 | 244,214,000 | 244,214,000 | 0.17 | |
Hist
| 06/30/2023 |
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Zoom Video Communications, Inc.
| ZM | Common | 3,297 | 3,297 | 223,800,000 | 223,800,000 | 0.16 | |
Hist
| 06/30/2023 |
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TELUS CORP
| TULCF | Common | 10,858 | 10,858 | 211,287,000 | 211,287,000 | 0.15 | |
Hist
| 06/30/2023 |
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STARWOOD PROPERTY TRUST, INC.
| STWD | COM | 10,369 | 10,369 | 201,164,000 | 201,164,000 | 0.14 | |
Hist
| 06/30/2023 |
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VanEck Merk Gold Trust
| OUNZ | Common | 10,309 | 10,309 | 191,747,000 | 191,747,000 | 0.13 | 0.03 |
Hist
| 06/30/2023 |
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