StockDrifts LogoStockDrifts

Peck Wealth Management, LLC

Portfolio Manager
Peck Wealth Management, LLC
Performance
0% (N/A)
AUM (13F)
$99.70M
# of Holdings
122
Performance Rank
N/A
Allocation (Top 20)
60.72%

Peck Wealth Management, LLC Holdings Map

Top 50 Peck Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
9.48%29.5K$9.4M
-0.34%(-100)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 29.6K shares2025-Q4: 29.6K shares2026-Q1: 29.5K shares
$316.05(+16.68%)
2026-03-31
AAPL
APPLE INC
7.42%29.1K$7.4M
-1.29%(-382)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 29.7K shares2025-Q4: 29.5K shares2026-Q1: 29.1K shares
$234.37(+31.69%)
2026-03-31
JPIE
JPMORGAN INCOME ETF
3.85%83.4K$3.8M
+6.31%(+4.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 64.7K shares2025-Q4: 78.4K shares2026-Q1: 83.4K shares
$46.35(-1.00%)
2026-03-31
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
3.35%54.4K$3.3M
-11.72%(-7.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 61.7K shares2025-Q4: 61.6K shares2026-Q1: 54.4K shares
$61.48(+17.08%)
2026-03-31
PPA
INVESCO AEROSPACE & DEFENSE ETF
3.32%20.0K$3.3M
-0.12%(-24)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 21.5K shares2025-Q4: 20.0K shares2026-Q1: 20.0K shares
$148.57(+21.88%)
2026-03-31
NVDA
NVIDIA CORP
3.22%18.4K$3.2M
-2.64%(-500)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 19.1K shares2025-Q4: 18.9K shares2026-Q1: 18.4K shares
$172.29(+13.09%)
2026-03-31
MSFT
MICROSOFT CORP
2.81%7.6K$2.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 7.6K shares2025-Q4: 7.6K shares2026-Q1: 7.6K shares
$507.68(-23.08%)
2026-03-31
JBND
JPMORGAN ACTIVE BOND ETF
2.71%50.3K$2.7M
-0.55%(-276)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 28.4K shares2025-Q4: 50.5K shares2026-Q1: 50.3K shares
$53.98(-1.30%)
2026-03-31
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
2.48%48.7K$2.5M
+2.25%(+1.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 46.1K shares2025-Q4: 47.7K shares2026-Q1: 48.7K shares
$45.75(+24.91%)
2026-03-31
AMZN
AMAZON.COM INC
2.45%11.7K$2.4M
-0.85%(-100)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 12.5K shares2025-Q4: 11.8K shares2026-Q1: 11.7K shares
$219.48(+10.57%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Peck Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all