Top 50 Danda Trouve Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 9.84% | 48.4K | $5K | new | โ | 2022-09-30 | |
| PHYS | SPROTT PHYSICAL GOLD TR | 9.65% | 407.6K | $5K | new | โ | 2022-09-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 9.06% | 84.7K | $5K | new | โ | 2022-09-30 | |
| GLD | SPDR GOLD TR | 7.86% | 27.5K | $4K | new | โ | 2022-09-30 | |
| IXJ | ISHARES TR | 6.89% | 49.5K | $4K | new | โ | 2022-09-30 | |
| TIP | ISHARES TR | 6.48% | 33.4K | $4K | new | โ | 2022-09-30 | |
| MBB | ISHARES TR | 5.55% | 32.8K | $3K | new | โ | 2022-09-30 | |
| NVG | NUVEEN AMT FREE MUN CR INC F | 5.01% | 232.2K | $3K | new | โ | 2022-09-30 | |
| IEI | ISHARES TR | 4.99% | 23.6K | $3K | new | โ | 2022-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.88% | 40.3K | $3K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Danda Trouve Investment Management, Inc. reports $54.08K in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are SHV (9.8%), PHYS (9.7%) and SPLV (9.1%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Danda Trouve Investment Management, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1805604). View Danda Trouve Investment Management, Inc.โs 13F filings on SEC