WealthTrust-Arizona, LLC
Q4 2018 13F Holdings
- Locationscottsdale, AZ
- Num holdings
713
- Value ($000)
$171,718
- Date Filed 02/07/2019
- Form type13F-HR
- CIK 0001424447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
P INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 46137V738 | $19.20M | 11 % | 588,301 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $16.57M | 10 % | 277,476 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.35M | 8 % | 86,543 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $12.41M | 7 % | 258,981 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $9.74M | 6 % | 97,794 | ||
S SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $8.43M | 5 % | 138,993 | ||
K SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $7.72M | 5 % | 86,190 | ||
F FIDELITY | TOTAL BD ETF | 316188309 | $7.62M | 4 % | 157,025 | ||
B INVESCO EXCH TRD SLF IDX FD | BULSHS 2020 CB | 46138J502 | $7.11M | 4 % | 337,626 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.58M | 4 % | 51,586 |
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