StockDriftsStockDriftsTop 50 Lumature Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNL | BROADSTONE NET LEASE INC | 6.97% | 760.6K | $11.7M | -45.77%(-641.95K) | — | 2023-06-30 | |
| IVV | ISHARES TR | 5.48% | 20.7K | $9.2M | +1.39%(+285) | — | 2023-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.96% | 29.5K | $8.3M | +4.03%(+1.14K) | — | 2023-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.92% | 46.4K | $6.6M | +4.19%(+1.87K) | — | 2023-06-30 | |
| IEFA | ISHARES TR | 3.39% | 84.6K | $5.7M | +0.42%(+356) | — | 2023-06-30 | |
| AAPL | APPLE INC | 3.04% | 26.4K | $5.1M | -0.59%(-156) | — | 2023-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.93% | 28.4K | $4.9M | -2.97%(-870) | — | 2023-06-30 | |
| OBDC | OWL ROCK CAPITAL CORPORATION | 2.42% | 304.0K | $4.1M | +2.13%(+6.33K) | — | 2023-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 2.07% | 47.1K | $3.5M | +14.46%(+5.95K) | — | 2023-06-30 | |
| CFO | VICTORY PORTFOLIOS II | 1.72% | 47.0K | $2.9M | -56.71%(-61.58K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Lumature Wealth Partners, Llc, compare funds side by side, and get alerts the moment positions change.