Ml & R Wealth Management LLC Incresed Positions in Q1 2024

Ml & R Wealth Management LLC

Stock	Shares change	Price Range	Shares Held
QQQ Invesco Qqq Trust, Series 1 ETFs	1K + 101.73%	$396.28 - $446.38 $396K - $446K	1.98K $880K
CVX Chevron Corp Energy	1.24K + 28.28%	$141.82 - $157.74 $176K - $195K	5.62K $886K
MSFT Microsoft Corp Technology	19 + 0.49%	$367.75 - $429.37 $6.99K - $8.16K	3.89K $1.64M
JPM Jpmorgan Chase & CO Financial Services	43 + 1.11%	$167.09 - $200.3 $7.18K - $8.61K	3.9K $781K
LLY Eli Lilly & CO Healthcare	55 + 15.58%	$592.2 - $792.28 $32.6K - $43.6K	408 $317K
SCHB Schwab Strategic Tr Us Broad M ETFs	225 + 2.87%	$54.61 - $61.05 $12.3K - $13.7K	8.07K $492K
IWM Ishares Russell 2000 ETF ETFs	34 + 0.78%	$189.48 - $210.3 $6.44K - $7.15K	4.4K $925K
PG Procter & Gamble CO Consumer Defensive	68 + 3.01%	$147.42 - $162.61 $10K - $11.1K	2.33K $377K
TMO Thermo Fisher Scientific Inc. Healthcare	2 + 0.5%	$528.82 - $599.43 $1.06K - $1.2K	404 $234K
KO Coca Cola CO Consumer Defensive	58 + 0.86%	$58.91 - $61.24 $3.42K - $3.55K	6.78K $414K
ABT Abbott Laboratories Healthcare	87 + 4.18%	$109.52 - $120.96 $9.53K - $10.5K	2.17K $246K
TXN Texas Instruments Inc Technology	43 + 1.9%	$156.85 - $175.27 $6.74K - $7.54K	2.31K $401K
PEP Pepsico Inc Consumer Defensive	10 + 0.47%	$162.04 - $175.01 $1.62K - $1.75K	2.12K $371K
DFAR Dimensional ETF Tr Dimensional ETFs	296 + 0.58%	$21.28 - $22.96 $6.3K - $6.8K	51.4K $1.15M

Get notified when there are updates to the investment portfolio of Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Ml & R Wealth Management LLC with notifications on news.