Engrave Wealth Partners LLC at 2021-06-30

Filling information for Engrave Wealth Partners LLC as Treemap, investor disclosed 77 total holdings based on 2021-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 224 1684
464288414 464288414 ISHARES TR NATIONAL MUN ETF 3099 26440
31946M103 31946M103 FIRST CTZNS BANCSHARES INC N CL A 842 1011
17275R102 17275R102 CISCO SYS INC COM 344 6492
911312106 911312106 UNITED PARCEL SERVICE INC CL B 210 1009
666807102 666807102 NORTHROP GRUMMAN CORP COM 809 2225
931142103 931142103 WALMART INC COM 260 1841
876030107 876030107 TAPESTRY INC COM 7217 165993
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 505 3184
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 936 2187
33738D309 33738D309 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 8259 172018
88160R101 88160R101 TESLA INC COM 259 381
02209S103 02209S103 ALTRIA GROUP INC COM 216 4539
92826C839 92826C839 VISA INC COM CL A 383 1639
670346105 670346105 NUCOR CORP COM 6280 65467
81369Y100 81369Y100 SELECT SECTOR SPDR TR SBI MATERIALS 8109 98522
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 6395 172330
33739N108 33739N108 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 1109 19369
458140100 458140100 INTEL CORP COM 245 4358
464287515 464287515 ISHARES TR EXPANDED TECH 301 771
25460E307 25460E307 DIREXION SHS ETF TR AUSPCE CMD STG 6359 209941
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 1866 6875
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 350 2386
464287499 464287499 ISHARES TR RUS MID CAP ETF 243 3068
47103U886 47103U886 JANUS DETROIT STR TR HENDRSN SHRT ETF 19744 393156
01748H107 01748H107 ALLEGIANCE BANCSHARES INC COM 374 9725
023135106 023135106 AMAZON COM INC COM 1073 312
46140H502 46140H502 INVESCO DB MULTI-SECTOR COMM PRECIOUS METAL 6117 124311
92189F700 92189F700 VANECK VECTORS ETF TR AGRIBUSINESS ETF 6293 69088
33740F805 33740F805 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 18137 338167
002824100 002824100 ABBOTT LABS COM 209 1801
437076102 437076102 HOME DEPOT INC COM 354 1111
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 286 4275
25179M103 25179M103 DEVON ENERGY CORP NEW COM 6742 230971
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 1044 4684
78464A284 78464A284 SPDR SER TR NUVEEN BBG BRCLY 2252 37024
46140H700 46140H700 INVESCO DB MULTI-SECTOR COMM BASE METALS FD 6205 306865
038222105 038222105 APPLIED MATLS INC COM 389 2731
907818108 907818108 UNION PAC CORP COM 704 3200
478160104 478160104 JOHNSON & JOHNSON COM 6151 37340
78464A631 78464A631 SPDR SER TR AEROSPACE DEF 6688 50548
742718109 742718109 PROCTER AND GAMBLE CO COM 335 2482
14040H105 14040H105 CAPITAL ONE FINL CORP COM 7332 47398
45409F843 45409F843 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 6698 242083
00206R102 00206R102 AT&T INC COM 321 11169
22542D423 22542D423 CREDIT SUISSE AG NASSAU BRH LG CAP GRTH ENH 283 411
315912808 315912808 FIDELITY COMWLTH TR NASDAQ COMPSIT 677 12010
46625H100 46625H100 JPMORGAN CHASE & CO COM 848 5450
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 717 2579
46137V845 46137V845 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 8457 85042
47103U100 47103U100 JANUS DETROIT STR TR HENDERSN CAP ETF 16379 239350
65339F101 65339F101 NEXTERA ENERGY INC COM 543 7406
46137V837 46137V837 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 362 4041
33734X192 33734X192 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 6990 65967
67066G104 67066G104 NVIDIA CORPORATION COM 258 322
30231G102 30231G102 EXXON MOBIL CORP COM 28589 453221
20825C104 20825C104 CONOCOPHILLIPS COM 269 4418
594918104 594918104 MICROSOFT CORP COM 1777 6558
866796105 866796105 SUN LIFE FINANCIAL INC. COM 774 15019
464287507 464287507 ISHARES TR CORE S&P MCP ETF 328 1220
037833100 037833100 APPLE INC COM 3867 28232
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 2723 6921
166764100 166764100 CHEVRON CORP NEW COM 6615 63156
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 15471 204586
922908652 922908652 VANGUARD INDEX FDS EXTEND MKT ETF 16458 87269
46137V860 46137V860 INVESCO EXCHANGE TRADED FD T DWA FINL MUMT 8176 161145
126408103 126408103 CSX CORP COM 951 29655
438516106 438516106 HONEYWELL INTL INC COM 344 1566
02079K305 02079K305 ALPHABET INC CAP STK CL A 369 151
46138G664 46138G664 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 15902 131996
G491BT108 G491BT108 INVESCO LTD SHS 6846 256132
20030N101 20030N101 COMCAST CORP NEW CL A 229 4019
501797104 501797104 L BRANDS INC COM 8201 113812
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 204 1317
25459Y207 25459Y207 DIREXION SHS ETF TR NAS100 EQL WGT 16901 202216
81369Y860 81369Y860 SELECT SECTOR SPDR TR RL EST SEL SEC 8546 192773
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 203 3618

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