Wealth Management Solutions, LLC
Q3 2023 13F Holdings
- Locationexton, PA
- Num holdings
82
- Value ($000)
$145,838
- Date Filed10/25/2023
- Form type13F-HR
- CIK0001905979
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $29.29M | 20 % | 413,874 | ||
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $17.97M | 12 % | 128,632 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $14.02M | 10 % | 267,152 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | $11.09M | 8 % | 47,169 | ||
FLTR VANECK ETF TRUST | IG FLOATING RATE | 92189F486 | $10.11M | 7 % | 399,629 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $8.62M | 6 % | 65,421 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $7.55M | 5 % | 204,647 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $4.12M | 3 % | 73,027 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $2.83M | 2 % | 30,093 | ||
AAPL APPLE INC | COM | 037833100 | $2.59M | 2 % | 15,147 |
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