Ahrens Investment Partners LLC Incresed Positions in Q1 2023

Ahrens Investment Partners LLC

  • $200 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.8K
+ 19.71%
$69.12 - $73.78 $1.23M - $1.31M
108K $7.85M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.86K
+ 22.2%
$75.56 - $82.45 $443K - $483K
32.3K $2.57M
META
Meta Platforms, Inc.

Communication Services
1.51K
+ 64.02%
$124.74 - $211.94 $188K - $319K
3.86K $817K
NVDA
Nvidia Corp

Technology
49
+ 1.24%
$142.65 - $277.77 $6.99K - $13.6K
4.01K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 30.27%
$293.51 - $320.37 $480K - $524K
7.04K $2.17M
XLE
Energy Sector Spdr

ETFs
3.94K
+ 126.74%
$76.97 - $93.11 $303K - $367K
7.05K $583K
KO
Coca Cola CO

Consumer Defensive
4.01K
+ 91.83%
$58.86 - $63.4 $236K - $254K
8.38K $519K
IAU
Ishares Gold Trust

ETFs
1.8K
+ 2.86%
$34.33 - $37.9 $61.9K - $68.3K
64.8K $2.42M
PEP
Pepsico Inc

Consumer Defensive
550
+ 28.84%
$169.12 - $182.3 $93K - $100K
2.46K $447K
GOOGL
Alphabet Inc.

Communication Services
90
+ 1.85%
$86.2 - $107.74 $7.76K - $9.7K
4.97K $515K
XLV
Select Sector Spdr Fund Health

ETFs
600
+ 27.78%
$124.15 - $135.82 $74.5K - $81.5K
2.76K $357K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6
+ 0.22%
$92.02 - $113.95 $552 - $684
2.73K $311K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.35%
$450.19 - $523.43 $1.8K - $2.09K
1.15K $571K
ET
Energy Transfer LP

Energy
2.71K
+ 16.34%
$11.62 - $13.5 $31.5K - $36.6K
19.3K $240K
HYLB
Xtrackers Usd High Yield Corp

ETFs
651
+ 6.82%
$33.53 - $35.32 $21.8K - $23K
10.2K $354K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.43%
$260.66 - $279.61 $2.09K - $2.24K
1.89K $528K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
172
+ 0.71%
$10.99 - $12.77 $1.89K - $2.2K
24.5K $281K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
218
+ 1.94%
$14.78 - $17.1 $3.22K - $3.73K
11.5K $176K
CHW
Calamos Global Dynamic Income Fund

Financial Services
254
+ 2.54%
$5.6 - $6.51 $1.42K - $1.65K
10.3K $61K
OKE
Oneok Inc

Energy
421
+ 3.81%
$58.64 - $70.92 $24.7K - $29.9K
11.5K $729K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.05%
$97.23 - $106.66 $97.2 - $107
2.03K $206K
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.3%
$43.46 - $48.07 $869 - $961
6.63K $295K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.04%
$136.57 - $153.91 $137 - $154
2.74K $406K
SO
Southern CO

Utilities
9
+ 0.11%
$62.32 - $72.5 $561 - $653
8.02K $558K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3
+ 0.03%
$35.58 - $43.09 $107 - $129
9.84K $373K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.09%
$310.63 - $364.82 $311 - $365
1.06K $364K
MPW
Medical Properties Trust Inc

Real Estate
1.51K
+ 10.03%
$7.27 - $13.78 $11K - $20.8K
16.6K $136K
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.28%
$280.82 - $339.79 $5.34K - $6.46K
6.79K $2M
Activity Summary
Buys All Purchases 873 New Holdings 844 Increased Positions 29 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 2 Puts 0
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