HoldingsChannel.com
Wealth Quarterback LLC Top Holdings
As of  09/30/2022, below is a summary of the Wealth Quarterback LLC top holdings by largest position size, as per the latest 13f filing made by Wealth Quarterback LLC. In the Wealth Quarterback LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealth Quarterback LLC in that top holding, then the share count change between reporting periods, and finally the Wealth Quarterback LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (TIP) 59,871 -181 $6,280
     TIP59,871-181$6,280
ISHARES TR (IVV) 17,071 -283 $6,122
     IVV17,071-283$6,122
ISHARES GOLD TR (IAU) 156,775 -2,998 $4,943
     IAU156,775-2,998$4,943
FIDELITY COVINGTON TRUST 244,718 -40,734 $4,860
     FENY244,718-40,734$4,860
ISHARES TR (IJH) 19,719 +414 $4,324
     IJH19,719+414$4,324
ISHARES TR (IYR) 45,421 +1,392 $3,698
     IYR45,421+1,392$3,698
APPLE INC 26,623 +395 $3,679
     AAPL26,623+395$3,679
VANGUARD INDEX FDS (VBR) 25,591 +1,284 $3,670
     VBR25,591+1,284$3,670
ISHARES INC (IEMG) 52,559 -32,719 $2,259
     IEMG52,559-32,719$2,259
MICROSOFT CORP 8,703 +588 $2,027
     MSFT8,703+588$2,027
SPDR GOLD TR (GLD) 12,901 -13,433 $1,995
     GLD12,901-13,433$1,995
ISHARES TR (IXUS) 39,187 -27,438 $1,995
     IXUS39,187-27,438$1,995
ISHARES TR (LQD) 18,163 -39,586 $1,861
     LQD18,163-39,586$1,861
ISHARES TR (EMB) 20,830 -2,591 $1,654
     EMB20,830-2,591$1,654
ISHARES SILVER TR (SLV) 84,417 -101,754 $1,477
     SLV84,417-101,754$1,477
JOHNSON & JOHNSON 7,917 +382 $1,293
     JNJ7,917+382$1,293
ISHARES TR (QUAL) 11,343 -928 $1,179
     QUAL11,343-928$1,179
PROCTER AND GAMBLE CO 9,186 +3,611 $1,160
     PG9,186+3,611$1,160
MCDONALDS CORP 4,968 +133 $1,146
     MCD4,968+133$1,146
AMAZON COM INC 9,125 +720 $1,031
     AMZN9,125+720$1,031
WALMART INC 7,890 +209 $1,023
     WMT7,890+209$1,023
TESLA INC 3,728 +2,979 $989
     TSLA3,728+2,979$989
ABBVIE INC 7,199 +2,851 $966
     ABBV7,199+2,851$966
COSTCO WHSL CORP NEW 2,021 -65 $954
     COST2,021-65$954
CVS HEALTH CORP 9,896 +37 $944
     CVS9,896+37$944
AUTOMATIC DATA PROCESSING IN 4,072 -87 $921
     ADP4,072-87$921
DOMINION ENERGY INC 13,303 -181 $919
     D13,303-181$919
EXXON MOBIL CORP 10,408 +69 $909
     XOM10,408+69$909
ALPHABET INC 9,009 +8,555 $862
     GOOGL9,009+8,555$862
VERIZON COMMUNICATIONS INC 22,401 +9,677 $851
     VZ22,401+9,677$851
CHEVRON CORP NEW 5,846 -58 $840
     CVX5,846-58$840
COCA COLA CO 14,513 -119 $813
     KO14,513-119$813
PALO ALTO NETWORKS INC 4,962 +3,902 $813
     PANW4,962+3,902$813
BERKSHIRE HATHAWAY INC DEL      $784
     BRK.A1UNCH$406
     BRK.B1,414+45$378
INVESCO QQQ TR 2,899 -2,945 $775
     QQQ2,899-2,945$775
ISHARES TR (IEF) 8,068 -337 $774
     IEF8,068-337$774
BECTON DICKINSON & CO 3,409 -113 $760
     BDX3,409-113$760
TRUIST FINL CORP 16,919 +3,405 $737
     TFC16,919+3,405$737
BERKLEY W R CORP 10,503 -3,789 $678
     WRB10,503-3,789$678
ISHARES TR (IJR) 7,745 -1,386 $675
     IJR7,745-1,386$675
TRAVELERS COMPANIES INC 4,303 -815 $659
     TRV4,303-815$659
INVESCO VALUE MUN INCOME TR 57,073 +288 $657
     IIM57,073+288$657
PARAMOUNT GLOBAL 30,872 +30,872 $588
     PARA30,872+30,872$588
3M CO 5,163 +32 $570
     MMM5,163+32$570
META PLATFORMS INC 4,046 +145 $549
     FB4,046+145$549
CRISPR THERAPEUTICS AG 8,218 -217 $537
     CRSP8,218-217$537
ARK ETF TR (ARKG) 15,277 +248 $502
     ARKG15,277+248$502
ISHARES TR (MTUM) 3,699 -326 $485
     MTUM3,699-326$485
SPDR S&P 500 ETF TR (SPY) 1,356 -27 $484
     SPY1,356-27$484
PUBLIC SVC ENTERPRISE GRP IN 8,129 +39 $457
     PEG8,129+39$457

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

See Details: Top 10 Stocks Held By Wealth Quarterback LLC

Size ($ in 1000's)
At 09/30/2022: $94,014
At 06/30/2022: $128,264

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

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

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