Rgt Wealth Advisors, LLC Portfolio Holdings by Sector
Rgt Wealth Advisors, LLC
- $627 Million
- Q3 2022
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ACWV GLDM IEF IJS SPYG IVV IWO GLD 75 stocks |
$602,414
96.1% of portfolio
|
26
|
32
|
11
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PBT ET KMI 3 stocks |
$3,860
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UA UAA 2 stocks |
$3,189
0.51% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,169
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,976
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
VMW MSFT 2 stocks |
$1,807
0.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,551
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1,451
0.23% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE AMGN 4 stocks |
$1,244
0.2% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$1,088
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$628
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$616
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
PXD EOG 2 stocks |
$541
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$495
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$480
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$416
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$408
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$397
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM 1 stocks |
$376
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V LPRO 2 stocks |
$363
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$320
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$305
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$288
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$243
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$208
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
UP 1 stocks |
$52
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM EWH 2 stocks |
$8
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|