Urban Wealth Management, LLC
Q2 2022 13F Holdings
- Locationel segundo, CA
- Num holdings
382
- Value ($000)
$29,706
- Date Filed07/22/2022
- Form type13F-HR
- CIK0001845521
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $1.92M | 7 % | 883 | ||
BAC VERIZON COMMUNICATIONS INC | COM | 92343V104 | $1.55M | 5 % | 30,543 | ||
CCRV ISHARES U S ETF TR | COMMODITY CURVE | 46431W564 | $1.38M | 5 % | 49,386 | ||
DVA DAVITA INC | COM | 23918K108 | $1.17M | 4 % | 14,576 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $1.12M | 4 % | 22,882 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $1.07M | 4 % | 18,139 | ||
IFRA ISHARES TR | US INFRASTRUC | 46435U713 | $1.00M | 3 % | 29,466 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $917.00K | 3 % | 27,736 | ||
TSLA TESLA INC | COM | 88160R101 | $775.00K | 3 % | 1,151 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $685.00K | 2 % | 313 |
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