HoldingsChannel.com
Engrave Wealth Partners LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
DIREXION NASDAQ 100 EQUAL WEIGHTED INDEX SHARES (QQQE) 221,534 +28,503 $13,183
     QQQE221,534+28,503$13,183
INVESCO S&P 500 TOP 50 ETF (XLG) 54,444 +6,039 $12,952
     XLG54,444+6,039$12,952
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 211,388 +40,606 $10,501
     SPLV211,388+40,606$10,501
EXXON MOBIL CORP COM 170,942 +57,017 $7,644
     XOM170,942+57,017$7,644
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 50,740 +5,700 $6,647
     MTUM50,740+5,700$6,647
JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA) 97,308 +11,167 $4,890
     VNLA97,308+11,167$4,890
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 13,126 +1,753 $3,658
     VGT13,126+1,753$3,658
INVESCO ULTRA SHORT DURATION ETF (GSY) 67,140 +8,149 $3,386
     GSY67,140+8,149$3,386
JOHNSON & JOHNSON COM 23,608 +14 $3,319
     JNJ23,608+14$3,319
INVESCO DWA HEALTHCARE MOMENTUM ETF (PTH) 25,554 +25,554 $3,123
     PTH25,554+25,554$3,123
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 23,016 +2,662 $2,939
     XLY23,016+2,662$2,939
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF (FCOM) 71,481 +71,431 $2,524
     FCOM71,481+71,431$2,524
APPLE INC COM 6,631 +120 $2,419
     AAPL6,631+120$2,419
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 9,761 -365 $1,873
     IWF9,761-365$1,873
NVIDIA CORPORATION COM 4,565 +4,364 $1,734
     NVDA4,565+4,364$1,734
NEWMONT CORP COM 25,296 +25,296 $1,561
     NEM25,296+25,296$1,561
REGENERON PHARMACEUTICALS COM 2,455 +2,455 $1,531
     REGN2,455+2,455$1,531
VERTEX PHARMACEUTICALS INC COM 5,188 +5,188 $1,506
     VRTX5,188+5,188$1,506
MICROSOFT CORP COM 7,165 +151 $1,458
     MSFT7,165+151$1,458
FORTINET INC COM 10,229 +10,206 $1,404
     FTNT10,229+10,206$1,404
ADVANCED MICRO DEVICES INC COM 25,256 +25,256 $1,328
     AMD25,256+25,256$1,328
MARKETAXESS HLDGS INC COM 2,305 +2,305 $1,154
     MKTX2,305+2,305$1,154
CHEVRON CORP NEW COM 11,484 +120 $1,024
     CVX11,484+120$1,024
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 5,291 UNCH $828
     VTI5,291UNCH$828
ISHARES RUSSELL 1000 VALUE ETF (IWD) 7,252 -159 $816
     IWD7,252-159$816
AMAZON COM INC COM 255 +13 $703
     AMZN255+13$703
CSX CORP COM 9,883 +163 $689
     CSX9,883+163$689
NORTHROP GRUMMAN CORP COM 2,200 UNCH $676
     NOC2,200UNCH$676
SPDR S&P 500 ETF (SPY) 2,167 -32,868 $668
     SPY2,167-32,868$668
UNION PAC CORP COM 3,292 UNCH $556
     UNP3,292UNCH$556
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 9,664 UNCH $531
     FMB9,664UNCH$531
SUN LIFE FINANCIAL INC. COM 11,612 UNCH $426
     SLF11,612UNCH$426
JPMORGAN CHASE & CO COM 4,272 +1 $401
     JPM4,272+1$401
INTEL CORP COM 5,162 +22 $308
     INTC5,162+22$308
VISA INC COM CL A 1,548 -5 $299
     V1,548-5$299
ISHARES RUSSELL MID CAP ETF (IWR) 5,568 -52 $298
     IWR5,568-52$298
INVESCO DWA MOMENTUM ETF (PDP) 4,152 UNCH $279
     PDP4,152UNCH$279
HOME DEPOT INC COM 1,109 -29 $277
     HD1,109-29$277
BERKSHIRE HATHAWAY INC DEL CL B NEW      $269
     BRK.B1,509UNCH$269
INTERNATIONAL BUSINESS MACHS COM 2,086 -150 $251
     IBM2,086-150$251
CISCO SYS INC COM 5,364 +76 $250
     CSCO5,364+76$250
ALLEGIANCE BANCSHARES INC COM (ABTX) 9,725 UNCH $246
     ABTX9,725UNCH$246
ISHARES SELECT DIVIDEND ETF (DVY) 2,881 +2,105 $232
     DVY2,881+2,105$232
ABBOTT LABS COM 2,471 UNCH $225
     ABT2,471UNCH$225
AT&T INC COM 7,382 +311 $223
     T7,382+311$223
HONEYWELL INTL INC COM 1,505 -51 $217
     HON1,505-51$217
ISHARES S&P MIDCAP FUND (IJH) 1,216 UNCH $216
     IJH1,216UNCH$216
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 2,117 UNCH $215
     RSP2,117UNCH$215
WALMART INC COM 1,680 +406 $201
     WMT1,680+406$201
BRISTOL MYERS SQUIBB CO COM      $198
     BMY3,373UNCH$198
     Stock92+92$0

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 06/30/2020: $112,366
At 03/31/2020: $84,874

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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