HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO S&P |
176,358 | +13,859 | $23,673 |
| RSP | 176,358 | +13,859 | $23,673 |
| FIRST TRUST (FV) |
202,232 | +102,474 | $8,376 |
| FV | 202,232 | +102,474 | $8,376 |
| ISHARES CURRENCY (HEFA) |
216,326 | -782 | $6,884 |
| HEFA | 216,326 | -782 | $6,884 |
| ISHARES CORE (HDV) |
56,289 | +26,983 | $5,653 |
| HDV | 56,289 | +26,983 | $5,653 |
| ISHARES CORE (IJH) |
24,053 | +430 | $5,441 |
| IJH | 24,053 | +430 | $5,441 |
| VANGUARD TOTAL (VTI) |
26,476 | -2,229 | $4,994 |
| VTI | 26,476 | -2,229 | $4,994 |
| ISHARES SHORT (SHV) |
40,560 | +39,207 | $4,466 |
| SHV | 40,560 | +39,207 | $4,466 |
| INVESCO BUYBACK |
42,369 | -24,636 | $3,284 |
| PKW | 42,369 | -24,636 | $3,284 |
| INVESCO QQQ |
11,216 | -10,507 | $3,144 |
| QQQ | 11,216 | -10,507 | $3,144 |
| SPDR DOW (DIA) |
9,130 | -3 | $2,810 |
| DIA | 9,130 | -3 | $2,810 |
| SPDR BLACKSTONE (SRLN) |
66,751 | +8,257 | $2,780 |
| SRLN | 66,751 | +8,257 | $2,780 |
| ISHARES 0 5 (STIP) |
26,427 | +5,354 | $2,680 |
| STIP | 26,427 | +5,354 | $2,680 |
| INVESCO EXCHANGE (SPLV) |
42,159 | +3,473 | $2,614 |
| SPLV | 42,159 | +3,473 | $2,614 |
| SPDR S&P (SPY) |
6,833 | -1,037 | $2,578 |
| SPY | 6,833 | -1,037 | $2,578 |
| SPDR SERIES (RWR) |
26,531 | +2,110 | $2,523 |
| RWR | 26,531 | +2,110 | $2,523 |
| WISDOMTREE DYNAMIC |
77,183 | +54,692 | $2,157 |
| DDWM | 77,183 | +54,692 | $2,157 |
| FIRST TRUST (FTXG) |
83,986 | +83,986 | $2,154 |
| FTXG | 83,986 | +83,986 | $2,154 |
| ISHARES CORE (IJR) |
21,326 | +717 | $1,971 |
| IJR | 21,326 | +717 | $1,971 |
| SCHWAB US |
47,136 | -8,533 | $1,838 |
| SCHA | 47,136 | -8,533 | $1,838 |
| APPLE INC |
13,240 | UNCH | $1,810 |
| AAPL | 13,240 | UNCH | $1,810 |
| ALPS SECTOR |
35,767 | +1,159 | $1,792 |
| SDOG | 35,767 | +1,159 | $1,792 |
| ISHARES (SHYG) |
43,428 | +3,468 | $1,761 |
| SHYG | 43,428 | +3,468 | $1,761 |
| FIRST TRUST (FXO) |
45,167 | -5,845 | $1,755 |
| FXO | 45,167 | -5,845 | $1,755 |
| SCHWAB US |
26,850 | -4,103 | $1,684 |
| SCHM | 26,850 | -4,103 | $1,684 |
| ISHARES MSCI (QUAL) |
13,529 | -1,847 | $1,512 |
| QUAL | 13,529 | -1,847 | $1,512 |
| WISDOMTREE U S |
37,647 | +29,757 | $1,467 |
| DON | 37,647 | +29,757 | $1,467 |
| WISDOMTREE U S |
49,646 | +41,102 | $1,401 |
| DES | 49,646 | +41,102 | $1,401 |
| FIRST TRUST (FXZ) |
24,643 | +5,393 | $1,393 |
| FXZ | 24,643 | +5,393 | $1,393 |
| SPDR SERIES (SDY) |
11,031 | -525 | $1,309 |
| SDY | 11,031 | -525 | $1,309 |
| ISHARES MSCI (EFA) |
20,857 | -2,374 | $1,303 |
| EFA | 20,857 | -2,374 | $1,303 |
| LIFESTANCE HEALTH |
233,912 | +233,912 | $1,301 |
| LFST | 233,912 | +233,912 | $1,301 |
| FIRST TRUST (FXH) |
11,862 | -714 | $1,223 |
| FXH | 11,862 | -714 | $1,223 |
| ISHARES MORNINGSTAR (ILCG) |
24,367 | -14,153 | $1,221 |
| ILCG | 24,367 | -14,153 | $1,221 |
| ISHARES RUSSELL (IWD) |
8,225 | -1,815 | $1,192 |
| IWD | 8,225 | -1,815 | $1,192 |
 BERKSHIRE HATHAWAY |
$1,156 | ||
| BRK.B | 4,234 | UNCH | $1,156 |
| ISHARES (SLQD) |
23,637 | -5,681 | $1,145 |
| SLQD | 23,637 | -5,681 | $1,145 |
| VANGUARD HIGH (VYM) |
10,198 | -59 | $1,037 |
| VYM | 10,198 | -59 | $1,037 |
| VANGUARD MEGA (MGV) |
10,385 | +23 | $999 |
| MGV | 10,385 | +23 | $999 |
| VANGUARD TOTAL (VXUS) |
18,349 | -8,192 | $947 |
| VXUS | 18,349 | -8,192 | $947 |
| GLOBAL X |
40,908 | -9,612 | $931 |
| PAVE | 40,908 | -9,612 | $931 |
| VANGUARD MEGA (MGK) |
4,725 | -342 | $858 |
| MGK | 4,725 | -342 | $858 |
| FIRST TRUST (FXU) |
24,440 | +24,440 | $790 |
| FXU | 24,440 | +24,440 | $790 |
| FIRST TRUST (FXR) |
15,906 | -1,438 | $766 |
| FXR | 15,906 | -1,438 | $766 |
| ISHARES U S (PFF) |
23,097 | -6,781 | $759 |
| PFF | 23,097 | -6,781 | $759 |
| ISHARES MORNINGSTAR (IMCG) |
13,854 | -6,053 | $720 |
| IMCG | 13,854 | -6,053 | $720 |
| VANGUARD MID (VO) |
3,639 | +271 | $717 |
| VO | 3,639 | +271 | $717 |
| INVESCO DWA |
10,315 | -879 | $701 |
| DWAS | 10,315 | -879 | $701 |
| SECTOR ENERGY |
9,463 | +278 | $677 |
| XLE | 9,463 | +278 | $677 |
| FIRST TRUST (FRI) |
25,907 | +1 | $667 |
| FRI | 25,907 | +1 | $667 |
| VANGUARD DIVIDEND (VIG) |
3,928 | -42 | $564 |
| VIG | 3,928 | -42 | $564 |
See Full List: All Stocks Held By DB Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By DB Wealth Management Group LLC
|
Size ($ in 1000's)
At 06/30/2022: $146,715 At 03/31/2022: $165,894 DB Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DB Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |
