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| Name: |
PUPLAVA FINANCIAL SERVICES INC |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92150 |
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data |
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| Holdings
Found :
18 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHD |
Schwab US Dividend Equity ETF |
10 |
New |
$80.08 |
$6,604,000 |
81,907 |
2.35% |
6,604,000 |
81,907 |
0.027 |
N/A |
|
|
XBI |
streetTRACKS Series Trust S... |
12 |
New |
$91.18 |
$6,134,000 |
64,641 |
2.18% |
6,134,000 |
64,641 |
0.012 |
Closed - End Fund - E... |
|
|
IQV |
IQVIA Holdings Inc |
14 |
New |
$231.18 |
$5,351,000 |
21,158 |
1.9% |
5,351,000 |
21,158 |
0.01 |
Medical Laboratories ... |
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EWJ |
iShares MSCI-Japan |
45 |
New |
$68.73 |
$1,568,000 |
21,975 |
0.56% |
1,568,000 |
21,975 |
0.012 |
Closed - End Fund - E... |
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IBIT |
iShares Bitcoin Trust |
|
New |
$38.28 |
$1,278,000 |
31,585 |
0.45% |
1,278,000 |
31,585 |
0.351 |
N/A |
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EW |
Edwards Lifesciences Corp |
58 |
New |
$30.14 |
$975,000 |
10,200 |
0.35% |
975,000 |
10,200 |
0.002 |
Medical Appliances & ... |
|
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PFE |
Pfizer Inc |
68 |
New |
$28.64 |
$634,000 |
22,855 |
0.23% |
634,000 |
22,855 |
0 |
Drug Manufacturers - ... |
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APIE |
Activepassive International... |
72 |
New |
$0.00 |
$579,000 |
20,470 |
0.21% |
579,000 |
20,470 |
0.227 |
N/A |
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APCB |
Activepassive Core Bond Etf |
77 |
New |
$0.00 |
$475,000 |
16,113 |
0.17% |
475,000 |
16,113 |
0.179 |
N/A |
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PXLG |
Invesco Russell Top 200 Pur... |
85 |
New |
$104.58 |
$316,000 |
2,966 |
0.11% |
316,000 |
2,966 |
0.007 |
N/A |
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PAVE |
Global X Us Infrastructure ... |
87 |
New |
$0.00 |
$294,000 |
7,373 |
0.1% |
294,000 |
7,373 |
0 |
N/A |
|
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APMU |
Activepassive Intermediate ... |
89 |
New |
$0.00 |
$267,000 |
10,741 |
0.09% |
267,000 |
10,741 |
0.119 |
N/A |
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SQ |
Square Inc |
92 |
New |
$72.26 |
$252,000 |
2,978 |
0.09% |
252,000 |
2,978 |
0.001 |
N/A |
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SYM |
Symbotic Inc |
93 |
New |
$43.99 |
$247,000 |
5,490 |
0.09% |
247,000 |
5,490 |
0.006 |
N/A |
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IWP |
iShares Tr Russell MidCap Gr |
95 |
New |
$112.01 |
$246,000 |
2,152 |
0.09% |
246,000 |
2,152 |
0 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
98 |
New |
$107.19 |
$232,000 |
2,130 |
0.08% |
232,000 |
2,130 |
0.001 |
Closed - End Fund - E... |
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GSLC |
Goldman Sachs Activebeta Us... |
100 |
New |
$104.26 |
$211,000 |
2,035 |
0.08% |
211,000 |
2,035 |
0.001 |
N/A |
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GROY |
Gold Royalty Ord Shs |
106 |
New |
$0.00 |
$19,000 |
10,000 |
0.01% |
19,000 |
10,000 |
0.011 |
N/A |
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