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Ten Capital Wealth Advisors, Llc

Portfolio Manager
Ten Capital Wealth Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$344.64M
# of Holdings
200
Performance Rank
N/A
Allocation (Top 20)
N/A

Ten Capital Wealth Advisors, Llc Holdings Map

Top 50 Ten Capital Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JAAA
JANUS DETROIT STREET TRUST
13.34%922.5K$46K
+8.17%(+69.70K)
2022-Q3: 91.5K shares2022-Q4: 171.7K shares2023-Q1: 852.8K shares2023-Q2: 922.5K shares2023-06-30
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME
9.61%750.1K$33K
+5.61%(+39.82K)
2023-Q1: 710.3K shares2023-Q2: 750.1K shares2023-06-30
GSLC
GOLDMAN SACHS U.S. LARGE CAP EQUITY
7.65%302.1K$26K
+1.24%(+3.71K)
2022-Q3: 319.1K shares2022-Q4: 320.9K shares2023-Q1: 298.4K shares2023-Q2: 302.1K shares2023-06-30
JEPI
JPMORGAN EQUITY PREMIUM INCOME
7.22%449.8K$25K
-2.83%(-13.10K)
2022-Q3: 392.3K shares2022-Q4: 436.5K shares2023-Q1: 462.9K shares2023-Q2: 449.8K shares2023-06-30
DGRO
ISHARES CORE DIVIDEND GROWTH
6.51%435.6K$22K
-0.17%(-756)
2022-Q3: 395.0K shares2022-Q4: 419.1K shares2023-Q1: 436.4K shares2023-Q2: 435.6K shares2023-06-30
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS
6.49%474.6K$22K
-3.10%(-15.19K)
2022-Q3: 492.4K shares2022-Q4: 531.8K shares2023-Q1: 489.8K shares2023-Q2: 474.6K shares2023-06-30
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
5.59%480.9K$19K
-2.78%(-13.73K)
2022-Q3: 813.6K shares2022-Q4: 870.1K shares2023-Q1: 494.6K shares2023-Q2: 480.9K shares2023-06-30
PCOR
PROCORE TECHNOLOGIES INC
3.54%187.3K$12K
+327.79%(+143.51K)
2022-Q3: 45.0K shares2022-Q4: 43.8K shares2023-Q1: 43.8K shares2023-Q2: 187.3K shares2023-06-30
MSFT
MICROSOFT CORP
3.31%33.5K$11K
+93.98%(+16.23K)
2022-Q3: 15.1K shares2022-Q4: 16.8K shares2023-Q1: 17.3K shares2023-Q2: 33.5K shares2023-06-30
IVV
ISHARES CORE S P 500
3.19%24.7K$11K
-5.45%(-1.43K)
2022-Q3: 25.7K shares2022-Q4: 26.3K shares2023-Q1: 26.1K shares2023-Q2: 24.7K shares2023-06-30

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