StockDriftsStockDriftsTop 50 Ahrens Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 4.79% | 130.7K | $9.6M | -10.40%(-15.17K) | — | 2023-03-31 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 4.37% | 219.3K | $8.8M | -5.02%(-11.58K) | — | 2023-03-31 | |
| USMV | ISHARES TR | 3.89% | 107.9K | $7.8M | +19.71%(+17.77K) | — | 2023-03-31 | |
| AAPL | APPLE INC | 3.65% | 44.6K | $7.4M | -6.00%(-2.85K) | — | 2023-03-31 | |
| FDLO | FIDELITY COVINGTON TRUST | 2.87% | 121.8K | $5.8M | -14.60%(-20.84K) | — | 2023-03-31 | |
| IHI | ISHARES TR | 2.79% | 104.3K | $5.6M | -18.74%(-24.05K) | — | 2023-03-31 | |
| GLD | SPDR GOLD TR | 2.61% | 28.7K | $5.3M | -10.05%(-3.21K) | — | 2023-03-31 | |
| TLT | ISHARES TR | 2.6% | 49.2K | $5.2M | -12.28%(-6.89K) | — | 2023-03-31 | |
| JOET | VIRTUS ETF TR II | 2.58% | 189.0K | $5.2M | -24.58%(-61.58K) | — | 2023-03-31 | |
| XOM | EXXON MOBIL CORP | 2.46% | 45.2K | $5.0M | -1.12%(-511) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ahrens Investment Partners Llc reports $201.54M in US-listed equity holdings across 1,018 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (4.8%), FVD (4.4%) and USMV (3.9%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ahrens Investment Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1698481). View Ahrens Investment Partners Llc’s 13F filings on SEC