Nauset Wealth Management. LLC

Q1 2022 13F Holdings

  • Location
    westport, CT
  • Num holdings

    237

  • Value ($000)

    $125,763

  • Date Filed
    04/28/2022
  • Form type
    13F-HR
  • CIK
    0001909759
  • 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 Q1 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$10.96M
9 %

3,363

X
XLI

SELECT SECTOR SPDR TR

SBI INT-INDS
81369Y704
$9.25M
7 %

89,842

I
IYW

ISHARES TR

U.S. TECH ETF
464287721
$8.30M
7 %

80,521

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.05M
6 %

15,538

---

ABRDN ETFS

BBRG ALL COMMDY
003261203
$6.73M
5 %

176,526

A
AAPL

APPLE INC

COM
037833100
$6.29M
5 %

36,050

B
BX

BLACKSTONE INC

COM
09260D107
$6.17M
5 %

48,627

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$5.70M
5 %

154,786

K
KBWB

INVESCO EXCH TRADED FD TR II

KBW BK ETF
46138E628
$4.54M
4 %

71,187

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$4.44M
4 %

30,023

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