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
| IVE | Common | 3,145 | -2,759 | 506,943,000 | 506,087,000 | 0.30 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 3,128 | -359 | 508,081,000 | 507,551,000 | 0.30 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 7,980 | -581 | 538,650,000 | 538,122,000 | 0.32 | |
Hist
| 06/30/2023 |
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ASTRAZENECA PLC
| AZN | SPONSORED ADR | 8,635 | -148 | 618,007,000 | 617,412,000 | 0.37 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 3,085 | -492 | 634,800,000 | 634,157,000 | 0.38 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,983 | -997 | 675,351,000 | 674,636,000 | 0.40 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VONE | Common | 3,842 | -1,770 | 774,394,000 | 773,416,000 | 0.46 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 16,412 | -3,500 | 808,947,000 | 808,017,000 | 0.48 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,184 | -7,310 | 889,500,000 | 886,164,000 | 0.53 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 7,524 | -2,189 | 1,187,552,000 | 1,186,079,000 | 0.70 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 8,164 | -1,665 | 1,583,619,000 | 1,582,342,000 | 0.94 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 9,821 | -84 | 1,625,639,000 | 1,623,889,000 | 0.96 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 4,316 | -630 | 1,913,196,000 | 1,911,305,000 | 1.13 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 29,128 | -15,983 | 4,358,744,000 | 4,352,372,000 | 2.58 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 129,973 | -100,704 | 7,191,390,000 | 7,178,820,000 | 4.26 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 20,100 | -1,843 | 8,958,563,000 | 8,950,132,000 | 5.30 | |
Hist
| 06/30/2023 |
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Invesco Exchange-Traded Fund Trust II
| EQAL | Common | 215,804 | -26,312 | 9,029,239,000 | 9,019,511,000 | 5.34 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| EUSA | Common | 145,114 | -8,191 | 11,434,805,000 | 11,423,623,000 | 6.77 | |
Hist
| 06/30/2023 |
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