StockDriftsStockDriftsTop 50 Ten Capital Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STREET TRUST | 13.34% | 922.5K | $46K | +8.17%(+69.70K) | — | 2023-06-30 | |
| FIXD | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME | 9.61% | 750.1K | $33K | +5.61%(+39.82K) | — | 2023-06-30 | |
| GSLC | GOLDMAN SACHS U.S. LARGE CAP EQUITY | 7.65% | 302.1K | $26K | +1.24%(+3.71K) | — | 2023-06-30 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | 7.22% | 449.8K | $25K | -2.83%(-13.10K) | — | 2023-06-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH | 6.51% | 435.6K | $22K | -0.17%(-756) | — | 2023-06-30 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS | 6.49% | 474.6K | $22K | -3.10%(-15.19K) | — | 2023-06-30 | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 5.59% | 480.9K | $19K | -2.78%(-13.73K) | — | 2023-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 3.54% | 187.3K | $12K | +327.79%(+143.51K) | — | 2023-06-30 | |
| MSFT | MICROSOFT CORP | 3.31% | 33.5K | $11K | +93.98%(+16.23K) | — | 2023-06-30 | |
| IVV | ISHARES CORE S P 500 | 3.19% | 24.7K | $11K | -5.45%(-1.43K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ten Capital Wealth Advisors, Llc reports $344.64M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (13.3%), FIXD (9.6%) and GSLC (7.7%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ten Capital Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832212). View Ten Capital Wealth Advisors, Llc’s 13F filings on SEC