News + Filings Holdings
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Wick Capital Partners, 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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iSHARES TRUST
| ISI | Common | 551,079 | 29,501 | 53,917,569,000 | 53,873,339,000 | 31.91 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 106,302 | 21,149 | 23,416,107,000 | 23,399,827,000 | 13.86 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 35,146 | 7,504 | 3,502,266,000 | 3,499,650,000 | 2.07 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 9,364 | 1,801 | 1,862,406,000 | 1,861,018,000 | 1.10 | |
Hist
| 06/30/2023 |
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MERCANTILE BANKSHARES CORP
| MRBK | COMMON | 144,516 | 72,508 | 1,416,257,000 | 1,414,076,000 | 0.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 4,527 | 92 | 1,245,671,000 | 1,244,721,000 | 0.74 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| XVV | Common | 32,343 | 2,924 | 1,093,691,000 | 1,092,855,000 | 0.65 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWB | Common | 3,639 | 1,729 | 886,848,000 | 886,446,000 | 0.52 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 12,569 | 2,277 | 580,436,000 | 580,004,000 | 0.34 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 3,489 | 433 | 454,793,000 | 454,536,000 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 1,723 | 4 | 450,552,000 | 450,136,000 | 0.27 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,215 | 7 | 414,145,000 | 413,772,000 | 0.25 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 2,999 | 1 | 362,759,000 | 362,493,000 | 0.21 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 2,959 | 198 | 354,192,000 | 353,948,000 | 0.21 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 3,853 | 1,375 | 321,957,000 | 321,753,000 | 0.19 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,902 | 110 | 270,229,000 | 269,977,000 | 0.16 | |
Hist
| 06/30/2023 |
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