Nauset Wealth Management. LLC
Q1 2022 13F Holdings
- Locationwestport, CT
- Num holdings
237
- Value ($000)
$125,763
- Date Filed04/28/2022
- Form type13F-HR
- CIK0001909759
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC | COM | 023135106 | $10.96M | 9 % | 3,363 | ||
XLI SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | $9.25M | 7 % | 89,842 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $8.30M | 7 % | 80,521 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.05M | 6 % | 15,538 | ||
ABRDN ETFS | BBRG ALL COMMDY | 003261203 | $6.73M | 5 % | 176,526 | ||
AAPL APPLE INC | COM | 037833100 | $6.29M | 5 % | 36,050 | ||
BX BLACKSTONE INC | COM | 09260D107 | $6.17M | 5 % | 48,627 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.70M | 5 % | 154,786 | ||
KBWB INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 | $4.54M | 4 % | 71,187 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.44M | 4 % | 30,023 |
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