Urban Wealth Management, LLC

Q2 2022 13F Holdings

  • Location
    el segundo, CA
  • Num holdings

    382

  • Value ($000)

    $29,706

  • Date Filed
    07/22/2022
  • Form type
    13F-HR
  • CIK
    0001845521
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$1.92M
7 %

883

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$1.55M
5 %

30,543

C
CCRV

ISHARES U S ETF TR

COMMODITY CURVE
46431W564
$1.38M
5 %

49,386

D
DVA

DAVITA INC

COM
23918K108
$1.17M
4 %

14,576

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$1.12M
4 %

22,882

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$1.07M
4 %

18,139

I
IFRA

ISHARES TR

US INFRASTRUC
46435U713
$1.00M
3 %

29,466

K
KRE

SPDR SER TR

PORTFOLIO LN TSR
78464A664
$917.00K
3 %

27,736

T
TSLA

TESLA INC

COM
88160R101
$775.00K
3 %

1,151

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$685.00K
2 %

313

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