AW

ACG Wealth

13F
ACG Wealth
Last update 2022-11-04 245 Stocks (3 new)
Value $436.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(6.50%)VNLA(3.52%)COWZ(2.92%)QGRO(2.88%)MSFT(2.47%)
Summary Stock Picks Current Portfolio
ACG Wealth Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
205,069
28,341.0
-2.12%
6.500
-0.12%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
316,803
15,362.0
+1.61%
3.520
+0.06%
0.610
+1.69%
+2.81%
2,628.2
 
COWZ
Pacer US Cash Cows 100 ETF
309,974
12,715.0
+9.88%
2.920
+0.26%
0.160
+12.42%
-0.89%
20,428.4
 
QGRO
American Century STOXX U.S.Quality Growth ETF
American Century STOXX U.S.Quality Growth ETF
228,560
12,562.0
+2.64%
2.880
+0.07%
5.280
+20.64%
+8.31%
1,746.5
 
MSFT
Microsoft Corp
46,341
10,793.0
-5.82%
2.470
-0.15%
0.000
+36.31%
+20.42%
3,758,042.8
Software
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
104,516
10,332.0
+2.06%
2.370
+0.05%
0.100
+1.34%
+2.46%
13,311.4
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
250,205
10,053.0
+3.62%
2.300
+0.08%
0.470
+0.94%
+3.21%
3,791.6
 
PECO
Phillips Edison & Co Inc
329,486
9,242.0
-0.28%
2.120
-0.01%
0.280
-1.25%
-5.23%
4,362.9
REITs
FAAR
FIRST TR EXCH VII
239,809
7,452.0
+0.29%
1.710
0%
3.550
+7.64%
+1.84%
100.1
 
AMZN
Amazon.com Inc
64,348
7,271.0
-4.21%
1.670
-0.06%
0.000
+28.03%
+1.73%
2,369,463.7
Retail - Cyclical

ACG Wealth's Historical Top Holdings Breakdowns

ACG Wealth Total Holding History ($B)

To

ACG Wealth's Asset Allocation

To

ACG Wealth Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ACG Wealth's Hypothetical Growth since 2022-09-30

ACG Wealth's Yearly Returns

Year Portfolio % % Excess Gain %

ACG Wealth's Holdings Heat Map

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ACG Wealth's Holdings Bubble Chart

ACG Wealth News

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