Filling information for Portfolio Strategies, Inc. as Treemap, investor disclosed 42 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 11967564 | 109925 | |
37954Y624 | 37954Y624 | GLOBAL X FDS | AUTONMOUS EV ETF | 5322954 | 204415 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 331474 | 720 | |
628778102 | 628778102 | NBT BANCORP INC | COM | 242952 | 7628 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 301332 | 1371 | |
921932505 | 921932505 | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 8979213 | 35339 | |
33737A108 | 33737A108 | FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 28512019 | 271233 | |
67071L106 | 67071L106 | NUVEEN AMT FREE MUN CR INC F | COM | 437580 | 37400 | |
74933W601 | 74933W601 | RBB FD INC | MOTLEY FOL ETF | 3631428 | 89137 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 24390430 | 55162 | |
67066V101 | 67066V101 | NUVEEN QUALITY MUNCP INCOME | COM | 450800 | 40000 | |
316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 32497940 | 248759 | |
057665200 | 057665200 | BALCHEM CORP | COM | 254117 | 1885 | |
464288752 | 464288752 | ISHARES TR | US HOME CONS ETF | 14981661 | 175347 | |
92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 39956501 | 262440 | |
921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 60724374 | 258050 | |
464287291 | 464287291 | ISHARES TR | GLOBAL TECH ETF | 43270201 | 695774 | |
464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 7621755 | 15025 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 229584 | 800 | |
92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1579811 | 22326 | |
86745K104 | 86745K104 | SUNNOVA ENERGY INTL INC. | COM | 208478 | 11386 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 28277587 | 128371 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 26205872 | 95232 | |
464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 31253855 | 122815 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 879986 | 8205 | |
G54950103 | G54950103 | LINDE PLC | SHS | 492736 | 1293 | |
78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 29941960 | 549999 | |
33738R704 | 33738R704 | FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 3586121 | 66336 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 697982 | 1566 | |
023135106 | 023135106 | AMAZON COM INC | COM | 867676 | 6656 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 35450994 | 95964 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 450802 | 1322 | |
464287549 | 464287549 | ISHARES TR | EXPND TEC SC ETF | 3455411 | 8795 | |
301505707 | 301505707 | EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 23569873 | 402491 | |
216648402 | 216648402 | COOPER COS INC | COM NEW | 328420 | 857 | |
37954Y715 | 37954Y715 | GLOBAL X FDS | RBTCS ARTFL INTE | 37413215 | 1301782 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 672593 | 5560 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1179688 | 3464 | |
037833100 | 037833100 | APPLE INC | COM | 2448329 | 12622 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 220248 | 1840 | |
315912808 | 315912808 | FIDELITY COMWLTH TR | NASDAQ COMPSIT | 9095874 | 168193 | |
37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 31026982 | 987177 |