HoldingsChannel.com
Private Wealth Strategies L.L.C. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
WISDOMTREE TR 1,230,520 +966 $34,572
     EPS1,230,520+966$34,572
WISDOMTREE TR 1,182,695 +490 $29,006
     USMF1,182,695+490$29,006
WISDOMTREE TR 363,371 -4,655 $18,766
     AGGY363,371-4,655$18,766
ISHARES TR (MTUM) 97,643 -2,676 $10,388
     MTUM97,643-2,676$10,388
VANGUARD INDEX FDS (VOO) 40,839 -7,047 $9,675
     VOO40,839-7,047$9,675
WISDOMTREE TR 134,111 +1,238 $8,671
     QSY134,111+1,238$8,671
WISDOMTREE TR 345,501 +12,518 $8,341
     DON345,501+12,518$8,341
ALLIANCEBERNSTEIN NATL MUNI 634,104 -2,441 $8,085
     AFB634,104-2,441$8,085
INVESCO QQQ TR 36,054 -5,748 $6,860
     QQQ36,054-5,748$6,860
WISDOMTREE TR 118,329 +118,329 $5,915
     MTGP118,329+118,329$5,915
WISDOMTREE TR 171,387 +2,454 $3,822
     EES171,387+2,454$3,822
VANGUARD BD INDEX FDS (BIV) 38,522 +38,522 $3,447
     BIV38,522+38,522$3,447
WISDOMTREE TR 76,485 +25,878 $3,401
     WFHY76,485+25,878$3,401
WISDOMTREE TR 123,669 -54,068 $3,107
     USFR123,669-54,068$3,107
SPDR SER TR (SPTL) 64,011 -18,536 $3,026
     SPTL64,011-18,536$3,026
SSGA ACTIVE TR 60,612 +60,612 $2,905
     STOT60,612+60,612$2,905
AMAZON COM INC      $2,698
     Call1,100+900$2,145
     AMZN283+15$553
APPLE INC      $2,620
     AAPL10,006-1,010$2,543
     Call1,300-400$331
     Put1,000+1,000$254
WISDOMTREE TR 51,398 +4,424 $2,560
     SFIG51,398+4,424$2,560
SPDR GOLD TRUST (GLD) 17,125 +2,608 $2,536
     GLD17,125+2,608$2,536
SPDR INDEX SHS FDS (GXC) 26,893 -2,135 $2,454
     GXC26,893-2,135$2,454
BNY MELLON MUN INCOME INC 286,060 +54,466 $2,352
     DMF286,060+54,466$2,352
ISHARES TR (IBB) 20,399 -2,082 $2,197
     IBB20,399-2,082$2,197
UNITEDHEALTH GROUP INC 8,229 UNCH $2,052
     UNH8,229UNCH$2,052
SPDR SER TR (XAR) 16,359 -3,411 $1,240
     XAR16,359-3,411$1,240
L BRANDS INC 100,843 +6 $1,166
     LB100,843+6$1,166
INVESCO VALUE MUN INCOME TR 78,637 +727 $1,111
     IIM78,637+727$1,111
FIDUCIARY CLAYMORE ENGRY INF (FMO) 818,950 -44,953 $1,028
     FMO818,950-44,953$1,028
WORTHINGTON INDS INC 38,544 +3,896 $1,012
     WOR38,544+3,896$1,012
FLAHERTY & CRUMRIN PFD & INM 81,143 +607 $979
     PFD81,143+607$979
ISHARES TR (IJR) 15,879 -2,998 $892
     IJR15,879-2,998$892
SELECT SECTOR SPDR TR (XLV) 7,933 -2,057 $700
     XLV7,933-2,057$700
MCDONALDS CORP 3,838 +4 $634
     MCD3,838+4$634
UNITED PARCEL SERVICE INC 6,618 +74 $618
     UPS6,618+74$618
JOHNSON & JOHNSON 4,497 -70 $590
     JNJ4,497-70$590
ISHARES TR (JKE) 3,052 +1 $567
     JKE3,052+1$567
HERSHEY CO 4,000 UNCH $530
     HSY4,000UNCH$530
MAINSTAY MACKAY DEFINDTRM MU 25,740 +305 $495
     MMD25,740+305$495
SPDR S&P 500 ETF TR (SPY) 1,864 +7 $480
     SPY1,864+7$480
BNY MELLON MUN BD INFRASTRUC 36,712 UNCH $455
     DMB36,712UNCH$455
ISHARES TR (JKK) 2,741 UNCH $455
     JKK2,741UNCH$455
WESTERN ASSET MANAGED MUNS F 35,492 +350 $424
     MMU35,492+350$424
PROCTER & GAMBLE CO 3,851 -257 $424
     PG3,851-257$424
WALMART INC 3,726 +4 $423
     WMT3,726+4$423
SELECT SECTOR SPDR TR (XLF) 19,671 -2,653 $408
     XLF19,671-2,653$408
WENDYS CO 24,984 +265 $372
     WEN24,984+265$372
SELECT SECTOR SPDR TR (XLI) 6,304 -2,214 $369
     XLI6,304-2,214$369
LCNB CORP 28,808 +324 $363
     LCNB28,808+324$363
CARDINAL HEALTH INC 7,390 UNCH $354
     CAH7,390UNCH$354
ISHARES TR (JKF) 4,088 UNCH $354
     JKF4,088UNCH$354

See Full List: All Stocks Held By Private Wealth Strategies L.L.C.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Private Wealth Strategies L.L.C.

Size ($ in 1000's)
At 03/31/2020: $200,525
At 12/31/2019: $250,624

Private Wealth Strategies L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Private Wealth Strategies L.L.C. 13F filings. Link to 13F filings: SEC filings

Private Wealth Strategies L.L.C. Top Holdings 13F Filings | www.HoldingsChannel.com

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