StockDriftsStockDriftsTop 50 Engrave Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 13.32% | 466.7K | $46.7M | +4.20%(+18.82K) | — | 2023-12-31 | |
| DSTL | ETF SER SOLUTIONS | 11.8% | 837.2K | $41.3M | +1.66%(+13.69K) | — | 2023-12-31 | |
| VOO | VANGUARD INDEX FDS | 10.22% | 81.9K | $35.8M | +4.03%(+3.17K) | — | 2023-12-31 | |
| VUG | VANGUARD INDEX FDS | 10.1% | 113.8K | $35.4M | +70.49%(+47.06K) | — | 2023-12-31 | |
| GSST | GOLDMAN SACHS ETF TR | 7.67% | 537.1K | $26.9M | -1.53%(-8.36K) | — | 2023-12-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 5.1% | 926.0K | $17.9M | +1.20%(+11.02K) | — | 2023-12-31 | |
| DEM | WISDOMTREE TR | 4.63% | 398.5K | $16.2M | +2.44%(+9.50K) | — | 2023-12-31 | |
| CEF | SPROTT PHYSICAL GOLD & SILVE | 4.03% | 737.2K | $14.1M | +1.81%(+13.09K) | — | 2023-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.08% | 184.9K | $10.8M | +5.00%(+8.80K) | — | 2023-12-31 | |
| INFL | LISTED FD TR | 2.67% | 297.5K | $9.4M | -10.13%(-33.55K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Engrave Wealth Partners Llc reports $350.27M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are XOM (13.3%), DSTL (11.8%) and VOO (10.2%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Engrave Wealth Partners Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Engrave Wealth Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806222). View Engrave Wealth Partners Llc’s 13F filings on SEC