Premier Private Wealth Management LLC
CIK 2056550 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $114.3M
- पोजीशन
- 60
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #8132 · शीर्ष 86.1%
पोर्टफोलियो मूल्य QoQ: +20.6% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 57.84%
- शीर्ष 25 होल्डिंग्स का भार
- 87.09%
- 1% से ऊपर की स्थितियाँ
- 24
- स्थितियों की प्रभावी संख्या
- 23.0
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 2.07% अनुमानित। खरीदें $12536771 · बेचें $2165638
- नई स्थितियाँ
- 7
- बढ़ाया
- 30
- घटा हुआ
- 20
- बंद
- 0
इस पृष्ठ पर
क्षेत्रवार विवरण
Technology
4.0%
Health Care
1.3%
Retail
0.8%
Utilities
0.3%
अन्य/अनमैप्ड
93.6%
पूर्ण पोर्टफोलियो 60 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $9715544 | 8.50% | 306387 | $1253252 | ऊपर ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $8660328 | 7.58% | 28585 | $2840720 | ऊपर ×1 | ||
| SDY | $8054871 | 7.05% | 52930 | $431817 | ऊपर ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7841849 | 6.86% | 96741 | $1313845 | ऊपर ×1 | ||
| IEFA | $6688136 | 5.85% | 69250 | $1305306 | ऊपर ×1 | ||
| IMCG | $6392707 | 5.59% | 65033 | $1880062 | ऊपर ×1 | ||
| SPSM | $6179481 | 5.41% | 107152 | $1529152 | ऊपर ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5172749 | 4.53% | 54097 | $468490 | ऊपर ×1 | ||
| DDWM | $3793343 | 3.32% | 82143 | $292379 | ऊपर ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3618309 | 3.17% | 72686 | $451887 | ऊपर ×1 | ||
| TOTL | $3605263 | 3.15% | 91342 | $-220121 | नीचे ×1 | ||
| FENI | $3477790 | 3.04% | 86663 | $639268 | ऊपर ×1 | ||
| MUB | $3462781 | 3.03% | 32176 | $2526113 | ऊपर ×1 | ||
| DGS | $3250875 | 2.84% | 50238 | $285202 | ऊपर ×1 | ||
| AAPL Apple Inc. - Common Stock | $2677629 | 2.34% | 9254 | $368797 | ऊपर ×1 | ||
| XLRE XLRE | $2310956 | 2.02% | 52486 | $186691 | ऊपर ×1 | ||
| XLK XLK | $2171233 | 1.90% | 11396 | $589694 | नीचे ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2150434 | 1.88% | 2920 | $378377 | नीचे ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $2140052 | 1.87% | 70466 | $586294 | ऊपर ×1 | ||
| BND Vanguard Total Bond Market ETF | $2033090 | 1.78% | 27695 | $-64324 | नीचे ×1 | ||
| SMA SmartStop Self Storage REIT, Inc. Common Stock | $1373504 | 1.20% | 42262 | $-277521 | नीचे ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1284483 | 1.12% | 15858 | $904518 | ऊपर ×1 | ||
| MCK McKesson Corporation Common Stock | $1252029 | 1.10% | 1657 | $-180142 | ऊपर ×1 | ||
| SGOL | $1216440 | 1.06% | 31819 | $-291627 | नीचे ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1019662 | 0.89% | 2734 | $28900 | ऊपर ×1 | ||
| BIL | $1002779 | 0.88% | 10943 | $-558729 | नीचे ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $928811 | 0.81% | 3897 | $200699 | ऊपर ×1 | ||
| XAR | $858465 | 0.75% | 3025 | $101351 | ऊपर ×1 | ||
| HYMB | $855064 | 0.75% | 33611 | $418435 | ऊपर ×1 | ||
| SKOR FlexShares Credit-Scored US Corporate Bond Index Fund | $769456 | 0.67% | 15852 | $261328 | ऊपर ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $660618 | 0.58% | 15313 | $101769 | ऊपर ×1 | ||
| SPYM | $631066 | 0.55% | 7181 | $-6971 | नीचे ×1 | ||
| BRKB | $504894 | 0.44% | 1009 | $72176 | ऊपर ×1 | ||
| BILS | $426738 | 0.37% | 4294 | $-40033 | नीचे ×1 | ||
| XLF XLF | $425610 | 0.37% | 7939 | $15987 | नीचे ×1 | ||
| HDV | $417016 | 0.36% | 15214 | $-24888 | ऊपर ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $414528 | 0.36% | 22492 | $-94570 | नीचे ×1 | ||
| XLE XLE | $409797 | 0.36% | 7716 | $-146689 | नीचे ×1 | ||
| AOR | $407826 | 0.36% | 5868 | $22498 | नीचे ×1 | ||
| VTI | $374480 | 0.33% | 1012 | ऊपर ×1 | |||
| SCHK | $372644 | 0.33% | 10334 | $444 | नीचे ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $360813 | 0.32% | 1803 | $93632 | ऊपर ×1 | ||
| PSMJ | $348059 | 0.30% | 10290 | $20491 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $340007 | 0.30% | 21411 | ऊपर ×1 | |||
| AOM | $324939 | 0.28% | 6513 | $-69856 | नीचे ×1 | ||
| SPY SPY | $320364 | 0.28% | 429 | ऊपर ×1 | |||
| PCOR Procore Technologies, Inc. Common Stock | $311352 | 0.27% | 7665 | $-125553 | |||
| XLP XLP | $300630 | 0.26% | 3619 | $-114189 | नीचे ×1 | ||
| AOA | $296921 | 0.26% | 3042 | $14288 | नीचे ×1 | ||
| JEPI | $294826 | 0.26% | 5220 | ऊपर ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $289742 | 0.25% | 2289 | $18696 | ऊपर ×1 | ||
| HYG | $278216 | 0.24% | 3479 | $52584 | ऊपर ×1 | ||
| SPDW | $271854 | 0.24% | 5395 | $11969 | नीचे ×1 | ||
| SOXX SOXX | $263352 | 0.23% | 411 | ऊपर ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $251582 | 0.22% | 666 | $49162 | ऊपर ×1 | ||
| STRV Strive 500 ETF | $221262 | 0.19% | 4581 | ऊपर ×1 | |||
| JNJ Johnson & Johnson Common Stock | $211049 | 0.18% | 831 | $6697 | नीचे ×1 | ||
| IWM | $208212 | 0.18% | 693 | ऊपर ×1 | |||
| GLD | $204819 | 0.18% | 556 | $-34422 | |||
| XLC XLC | $200440 | 0.18% | 1871 | $-8975 | नीचे ×1 | ||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
| सुरक्षा | कार्रवाई | शेयर Δ | मूल्य Δ |
|---|---|---|---|
| QQQM | अधिक खरीदा | +4K | +$2.8M |
| MUB | अधिक खरीदा | +23K | +$2.5M |
| IMCG | अधिक खरीदा | +8K | +$1.9M |
| SPSM | अधिक खरीदा | +11K | +$1.5M |
| RDVY | अधिक खरीदा | +1K | +$1.3M |
| IEFA | अधिक खरीदा | +10K | +$1.3M |
| SCHD | अधिक खरीदा | +31K | +$1.3M |
| TQQQ | अधिक खरीदा | +7K | +$905K |
| FENI | अधिक खरीदा | +10K | +$639K |
| XLK | छंटनी की | -504 | +$590K |