Peck Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Peck Wealth Management, LLC | Institutional Filer | — | $310.1M | 141 |
Current Portfolio Holdings
Showing top 385 reported positions by value (Total positions in database: 141)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 30K | $9.9M | 3.20% |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 30K | $9.7M | 3.13% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | — | 29K | $9.4M | 3.05% |
| 4 | AAPL | Apple Inc. | Technology | 30K | $8.0M | 2.59% |
| 5 | AAPL | Apple Inc. | Technology | 30K | $7.6M | 2.44% |
| 6 | AAPL | Apple Inc. | Technology | 29K | $7.4M | 2.39% |
| 7 | MSFT | Microsoft Corporation | Technology | 8K | $4.0M | 1.28% |
| 8 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | — | 62K | $3.9M | 1.26% |
| 9 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | — | 62K | $3.9M | 1.25% |
| 10 | JPIE | JPMORGAN INCOME ETF | — | 83K | $3.8M | 1.24% |
| 11 | MSFT | Microsoft Corporation | Technology | 8K | $3.7M | 1.18% |
| 12 | JPIE | JPMORGAN INCOME ETF | — | 78K | $3.6M | 1.17% |
| 13 | NVDA | NVIDIA Corporation | Technology | 19K | $3.6M | 1.15% |
| 14 | NVDA | NVIDIA Corporation | Technology | 19K | $3.5M | 1.14% |
| 15 | PPA | INVESCO AEROSPACE & DEFENSE ETF | — | 22K | $3.3M | 1.08% |
Showing 1 to 15 of 385 holdings