Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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