SHP Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SHP Wealth Management | Institutional Filer | — | $1.33B | 1826 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1826)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 555K | $331.4M | 25.00% |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | — | 2.0M | $109.9M | 8.29% |
| 3 | DGRO | ISHARES TR | — | 1.2M | $84.0M | 6.34% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 996K | $82.4M | 6.22% |
| 5 | IUSG | ISHARES TR | — | 497K | $77.0M | 5.81% |
| 6 | USTB | VICTORY PORTFOLIOS II | — | 1.2M | $63.1M | 4.76% |
| 7 | FELC | FIDELITY COVINGTON TRUST | — | 1.7M | $60.5M | 4.56% |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 942K | $53.4M | 4.03% |
| 9 | VO | VANGUARD INDEX FDS | — | 84K | $24.0M | 1.81% |
| 10 | FLBL | FRANKLIN TEMPLETON ETF TR | — | 1.0M | $23.8M | 1.80% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 35K | $22.9M | 1.73% |
| 12 | SHYG | ISHARES TR | — | 524K | $22.2M | 1.67% |
| 13 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 322K | $21.5M | 1.62% |
| 14 | NVDA | NVIDIA Corporation | Technology | 102K | $17.7M | 1.34% |
| 15 | AAPL | Apple Inc. | Technology | 66K | $16.7M | 1.26% |
Showing 1 to 15 of 1000 holdings