Clark Wealth Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Clark Wealth Partners | Institutional Filer | ▼ 79.89% | $148.9M | 604 |
Current Portfolio Holdings
Showing all 604 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | — | 72K | $17.0M | 11.41% |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 580K | $16.9M | 11.36% |
| 3 | FDVV | FIDELITY COVINGTON TRUST | — | 266K | $14.7M | 9.87% |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 188K | $14.3M | 9.58% |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | — | 236K | $12.9M | 8.69% |
| 6 | PULS | PGIM ETF TR | — | 211K | $10.5M | 7.03% |
| 7 | AVDE | AMERICAN CENTY ETF TR | — | 102K | $8.7M | 5.83% |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 74K | $7.7M | 5.17% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 83K | $4.7M | 3.16% |
| 10 | MMIT | NEW YORK LIFE INVTS ACTIVE E | — | 95K | $2.3M | 1.55% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 52K | $1.6M | 1.08% |
| 12 | GLD | SPDR GOLD TR | — | 3K | $1.4M | 0.95% |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 41K | $1.4M | 0.93% |
| 14 | MCD | McDonald's Corporation | Consumer Cyclical | 4K | $1.3M | 0.87% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 2K | $1.2M | 0.79% |
Showing 1 to 15 of 604 holdings