StockDriftsStockDriftsTop 50 Rgt Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWV | ISHARES INC | 27.92% | 1.98M | $175K | — | — | — | 2022-09-30 |
| GLDM | WORLD GOLD TR | 19.14% | 3.64M | $120K | — | — | — | 2022-09-30 |
| IEF | ISHARES TR | 14.99% | 979.8K | $94K | — | — | — | 2022-09-30 |
| IJS | ISHARES TR | 11.17% | 849.8K | $70K | — | — | — | 2022-09-30 |
| SPYG | SPDR SER TR | 7.82% | 979.3K | $49K | — | — | — | 2022-09-30 |
| IVV | ISHARES TR | 6.56% | 114.7K | $41K | — | — | — | 2022-09-30 |
| IWO | ISHARES TR | 0.94% | 28.5K | $6K | — | — | — | 2022-09-30 |
| GLD | SPDR GOLD TR | 0.86% | 34.8K | $5K | — | — | — | 2022-09-30 |
| EFV | ISHARES TR | 0.82% | 134.1K | $5K | — | — | — | 2022-09-30 |
| IWD | ISHARES TR | 0.59% | 27.3K | $4K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Rgt Wealth Advisors, Llc reports $627.21K in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are ACWV (27.9%), GLDM (19.1%) and IEF (15.0%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Rgt Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1689872). View Rgt Wealth Advisors, Llc’s 13F filings on SEC