HoldingsChannel.com
Engrave Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INVESCO S&P 500 TOP 50 ETF (XLG) 48,405 +2,123 $9,464
     XLG48,405+2,123$9,464
SPDR S&P 500 ETF (SPY) 35,035 +1,996 $9,030
     SPY35,035+1,996$9,030
DIREXION NASDAQ 100 EQUAL WEIGHTED INDEX SHARES (QQQE) 193,031 +12,088 $8,973
     QQQE193,031+12,088$8,973
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 170,782 +10,883 $8,013
     SPLV170,782+10,883$8,013
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 45,040 +2,713 $4,795
     MTUM45,040+2,713$4,795
EXXON MOBIL CORP COM 113,925 +33,351 $4,325
     XOM113,925+33,351$4,325
JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA) 86,141 -26,365 $4,242
     VNLA86,141-26,365$4,242
JOHNSON & JOHNSON COM 23,594 -668 $3,093
     JNJ23,594-668$3,093
INVESCO ULTRA SHORT DURATION ETF (GSY) 58,991 +3,132 $2,908
     GSY58,991+3,132$2,908
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 11,373 +108 $2,410
     VGT11,373+108$2,410
INVESCO DWA UTILITIES MOMENTUM ETF (PUI) 70,656 +1,000 $2,037
     PUI70,656+1,000$2,037
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 20,354 +86 $1,996
     XLY20,354+86$1,996
ISHARES U.S. FINANCIALS ETF (IYF) 19,109 +109 $1,858
     IYF19,109+109$1,858
APPLE INC COM 6,511 +80 $1,655
     AAPL6,511+80$1,655
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 10,126 -62 $1,525
     IWF10,126-62$1,525
MICROSOFT CORP COM 7,014 -214 $1,106
     MSFT7,014-214$1,106
CHEVRON CORP NEW COM 11,364 +2,037 $823
     CVX11,364+2,037$823
ISHARES RUSSELL 1000 VALUE ETF (IWD) 7,411 -824 $735
     IWD7,411-824$735
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 5,291 UNCH $682
     VTI5,291UNCH$682
NORTHROP GRUMMAN CORP COM 2,200 UNCH $665
     NOC2,200UNCH$665
CSX CORP COM 9,720 UNCH $556
     CSX9,720UNCH$556
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 9,664 UNCH $522
     FMB9,664UNCH$522
AMAZON COM INC COM 242 -10 $471
     AMZN242-10$471
UNION PAC CORP COM 3,292 UNCH $464
     UNP3,292UNCH$464
JPMORGAN CHASE & CO COM 4,271 -325 $384
     JPM4,271-325$384
SUN LIFE FINANCIAL INC. COM 11,612 UNCH $372
     SLF11,612UNCH$372
INTEL CORP COM 5,140 +277 $278
     INTC5,140+277$278
BERKSHIRE HATHAWAY INC DEL CL B NEW      $275
     BRK.B1,509UNCH$275
VISA INC COM CL A 1,553 -198 $250
     V1,553-198$250
INTERNATIONAL BUSINESS MACHS COM 2,236 -65 $248
     IBM2,236-65$248
ISHARES RUSSELL MID CAP ETF (IWR) 5,620 -864 $242
     IWR5,620-864$242
ALLEGIANCE BANCSHARES INC COM (ABTX) 9,725 UNCH $234
     ABTX9,725UNCH$234
INVESCO DWA MOMENTUM ETF (PDP) 4,152 UNCH $224
     PDP4,152UNCH$224
NEXTERA ENERGY INC COM 901 -71 $216
     NEE901-71$216
HOME DEPOT INC COM 1,138 -21 $212
     HD1,138-21$212
HONEYWELL INTL INC COM 1,556 -307 $208
     HON1,556-307$208
CISCO SYS INC COM 5,288 -241 $207
     CSCO5,288-241$207
AT&T INC COM 7,071 -488 $206
     T7,071-488$206
ABBOTT LABS COM 2,471 UNCH $194
     ABT2,471UNCH$194
BRISTOL MYERS SQUIBB CO COM 3,373 UNCH $188
     BMY3,373UNCH$188
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) 3,059 +3,059 $180
     FTSM3,059+3,059$180
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 2,117 -82 $177
     RSP2,117-82$177
ISHARES S&P MIDCAP FUND (IJH) 1,216 -62 $174
     IJH1,216-62$174
MCDONALDS CORP COM 1,038 -68 $171
     MCD1,038-68$171
ALPHABET INC CAP STK CL A 138 -3 $160
     GOOGL138-3$160
WALMART INC COM 1,274 UNCH $144
     WMT1,274UNCH$144
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) 1,090 UNCH $142
     FBT1,090UNCH$142
PEPSICO INC COM 1,156 +2 $138
     PEP1,156+2$138
VERIZON COMMUNICATIONS INC COM 2,513 +5 $135
     VZ2,513+5$135
CROWN CASTLE INTL CORP NEW COM 926 UNCH $133
     CCI926UNCH$133

See Full List: All Stocks Held By Engrave Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Engrave Wealth Partners LLC

Size ($ in 1000's)
At 03/31/2020: $84,874
At 12/31/2019: $103,973

Engrave Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Engrave Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Engrave Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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