Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
DFS
Discover Financial Services

Financial Services
Q1 2021 Filed on Apr 19, 2021
21,803
$82.18 - $102.27 $1.79M - $2.23M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2021 Filed on Apr 19, 2021
108,159
$50.47 - $50.59 $5.46M - $5.47M
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 19, 2021
31,193
$281.0 - $299.29 $8.77M - $9.34M
ALB
Albemarle Corp

Basic Materials
Q1 2021 Filed on Apr 19, 2021
11,493
$140.69 - $185.25 $1.62M - $2.13M
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on Apr 19, 2021
5,235
$496.07 - $620.45 $2.6M - $3.25M
PVH
Pvh Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
21,555
$82.45 - $108.79 $1.78M - $2.34M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2020 Filed on Jan 15, 2021
4,208
$49.41 - $58.7 $208K - $247K
FDX
Fedex Corp

Industrials
Q4 2020 Filed on Jan 15, 2021
5,507
$254.08 - $301.45 $1.4M - $1.66M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q4 2020 Filed on Jan 15, 2021
10,474
$19.83 - $28.37 $208K - $297K
AMD
Advanced Micro Devices Inc

Technology
Q4 2020 Filed on Jan 15, 2021
18,527
$74.7 - $97.12 $1.38M - $1.8M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q4 2020 Filed on Jan 15, 2021
1,946
$53.63 - $65.01 $104K - $127K
SPYG
Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 08, 2020
1,292
$45.36 - $54.05 $58.6K - $69.8K
AWK
American Water Works Company, Inc.

Utilities
Q3 2020 Filed on Oct 08, 2020
70
$130.31 - $149.79 $9.12K - $10.5K
LBRDK
Liberty Broadband Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
36
$125.49 - $144.9 $4.52K - $5.22K
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
1,488
$73.58 - $82.69 $109K - $123K
UNH
Unitedhealth Group Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
266
$291.16 - $323.7 $77.4K - $86.1K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
134
$48.97 - $59.56 $6.56K - $7.98K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2020 Filed on Oct 08, 2020
698
$38.53 - $47.81 $26.9K - $33.4K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
2,415
$38.14 - $46.45 $92.1K - $112K
IT
Gartner Inc

Technology
Q3 2020 Filed on Oct 08, 2020
77
$118.16 - $134.19 $9.1K - $10.3K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
99
$69.99 - $81.94 $6.93K - $8.11K
LRCX
Lam Research Corp

Technology
Q3 2020 Filed on Oct 08, 2020
60
$293.99 - $384.96 $17.6K - $23.1K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
111
$53.73 - $58.21 $5.96K - $6.46K
ROP
Roper Technologies Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
17
$386.25 - $453.18 $6.57K - $7.7K
SUM
Summit Materials, Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
82
$14.72 - $18.35 $1.21K - $1.5K
CBSH
Commerce Bancshares Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
45
$48.53 - $55.43 $2.18K - $2.49K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
327
$169.81 - $210.82 $55.5K - $68.9K
SCHW
Schwab Charles Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
180
$33.02 - $36.28 $5.94K - $6.53K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
50
$76.18 - $86.84 $3.81K - $4.34K
CCI
Crown Castle International Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
960
$155.62 - $174.3 $149K - $167K
FXI
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
750
$40.16 - $45.53 $30.1K - $34.1K
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
39
$535.05 - $608.0 $20.9K - $23.7K
CBRE
Cbre Group, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
137
$41.35 - $49.99 $5.66K - $6.85K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 08, 2020
172
$38.11 - $42.99 $6.55K - $7.39K
DIS
Walt Disney CO

Communication Services
Q3 2020 Filed on Oct 08, 2020
798
$112.18 - $135.54 $89.5K - $108K
SAP
Sap Se

Technology
Q3 2020 Filed on Oct 08, 2020
78
$140.08 - $169.02 $10.9K - $13.2K
NVO
Novo Nordisk A S

Healthcare
Q3 2020 Filed on Oct 08, 2020
356
$63.69 - $70.22 $22.7K - $25K
TRU
Trans Union

Industrials
Q3 2020 Filed on Oct 08, 2020
66
$80.25 - $92.25 $5.3K - $6.09K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
300
$107.44 - $122.24 $32.2K - $36.7K
SEDG
Solaredge Technologies, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
40
$141.39 - $238.35 $5.66K - $9.53K
Colfax Corp Com
Q3 2020 Filed on Oct 08, 2020
86
N/A
Royal Dutch Shell PLC Spon Adr B
Q3 2020 Filed on Oct 08, 2020
300
N/A
DE
Deere & CO

Industrials
Q3 2020 Filed on Oct 08, 2020
325
$156.85 - $221.97 $51K - $72.1K
LUV
Southwest Airlines CO

Industrials
Q3 2020 Filed on Oct 08, 2020
1,887
$30.89 - $42.1 $58.3K - $79.4K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
744
$73.03 - $79.47 $54.3K - $59.1K
SHOP
Shopify Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
49
$87.08 - $113.43 $4.27K - $5.56K
EQIX
Equinix Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
32
$701.12 - $799.61 $22.4K - $25.6K
CC
Chemours CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
705
$14.4 - $22.33 $10.2K - $15.7K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
41
$374.09 - $425.28 $15.3K - $17.4K
Track This Portfolio

Track Engrave Wealth Partners LLC Portfolio

Follow Engrave Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email