Lifetime Wealth Management P.C. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Lifetime Wealth Management P.C. | Institutional Filer | — | $175.8M | 86 |
Current Portfolio Holdings
Showing all 86 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PBRA | PETROLEO BRASILEIRO S A | — | 657K | $12.3M | 7.01% |
| 2 | BIL | SPDR SERIES TRUST | — | 115K | $10.5M | 5.98% |
| 3 | CNQ | Canadian Natural Resources Limited | Energy | 187K | $9.1M | 5.19% |
| 4 | KSPI | Joint Stock Company Kaspi.kz | Technology | 117K | $8.7M | 4.94% |
| 5 | EWZS | ISHARES TR | — | 584K | $8.7M | 4.92% |
| 6 | VALE | Vale S.A. | Basic Materials | 531K | $8.5M | 4.81% |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | — | 197K | $7.0M | 3.97% |
| 8 | NE | Noble Corporation Plc | Energy | 122K | $6.0M | 3.41% |
| 9 | SFM | Sprouts Farmers Market, Inc. | Consumer Defensive | 63K | $4.9M | 2.78% |
| 10 | QQQ | Invesco QQQ Trust | — | 8K | $4.8M | 2.72% |
| 11 | LEMB | ISHARES INC | — | 112K | $4.6M | 2.59% |
| 12 | BTI | British American Tobacco p.l.c. | Consumer Defensive | 73K | $4.3M | 2.44% |
| 13 | CPA | Copa Holdings, S.A. | Industrials | 35K | $4.0M | 2.26% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 23K | $4.0M | 2.26% |
| 15 | NEWS | NOBLE CORP PLC | — | 117K | $3.6M | 2.04% |
Showing 1 to 15 of 86 holdings