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CORRECT CAPITAL WEALTH MANAGEMENT13F | |
| CORRECT CAPITAL WEALTH MANAGEMENT | |
| Last update 2025-05-01 | 113 Stocks (4 new) |
| Value $620.00 Mil | Turnover 5 % |
CORRECT CAPITAL WEALTH MANAGEM... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT
CALL
| ISHARES BITCOIN TR | 2,480,000 | 116,088.8 | 0% | 18.710 | 0% | 0.230 | +26.48% | +26.84% | 86,672.5 | ||
JGRO | JPMorgan Active Growth ETF | 833,503 | 61,504.2 | -1.01% | 9.910 | -0.14% | 1.200 | +21.75% | +7.77% | 6,619.6 | ||
MSTR | Strategy | 188,463 | 54,328.3 | +12.40% | 8.760 | +0.97% | 0.070 | +19.36% | +42.49% | 117,013.8 | Software | |
DGRO | iShares Core Dividend Growth ETF | 773,958 | 47,815.1 | -1.63% | 7.710 | -0.16% | 0.160 | +12.49% | +8.34% | 32,849.7 | ||
VFLO | VictoryShares Free Cash Flow ETF | 1,330,393 | 45,605.9 | -1.79% | 7.350 | -0.16% | 1.200 | +12.57% | +6.73% | 4,483.1 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 392,647 | 34,227.0 | +0.20% | 5.520 | +0.01% | 0.230 | +19.00% | +0.93% | 17,283.8 | ||
FBND | Fidelity Total Bond ETF | 740,629 | 33,809.7 | +1.18% | 5.450 | +0.06% | 0.180 | +2.36% | +3.87% | 19,354.0 | ||
AVEM | Avantis Emerging Markets Equity ETF | 506,495 | 30,475.8 | +28.30% | 4.910 | +1.08% | 0.380 | +20.63% | +22.19% | 11,156.4 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 937,070 | 24,691.8 | +3.89% | 3.980 | +0.15% | 0.510 | +3.54% | +4.72% | 6,301.9 | ||
AVDE | Avantis International Equity ETF | 332,825 | 22,056.3 | -13.07% | 3.550 | -0.61% | 0.360 | +15.47% | +26.32% | 7,696.2 |
CORRECT CAPITAL WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
CORRECT CAPITAL WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | Add Add | +1.08% | 57.11 ($60.13) 62.4 | $71.06 | 18.18% | Add 28.3% | 506,495 | 111,713 | |
MSTR | Strategy | 2025-03-31 | Add Add | +0.97% | 239.27 ($317.51) 396.5 | $412.67 | 29.97% | Add 12.4% | 188,463 | 20,790 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Reduce Reduce | -0.78% | 49.56 ($49.66) 49.78 | $49.73 | 0.14% | Reduce -23.23% | 260,770 | -78,906 | |
UBND |
VictoryShares Core Plus Intermediate Bond ETF
VictoryShares Core Plus Intermediate Bond ETF
| 2025-03-31 | Add Add | +0.77% | 21.14 ($21.57) 21.93 | $21.67 | 0.46% | Add 39.82% | 772,411 | 219,995 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | Reduce Reduce | -0.61% | 60.63 ($65.05) 68.55 | $76.20 | 17.14% | Reduce -13.07% | 332,825 | -50,033 | |
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-03-31 | Reduce Reduce | -0.48% | 46.82 ($47.34) 47.8 | $47.45 | 0.23% | Reduce -34.93% | 95,071 | -51,026 | |
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | Reduce Reduce | -0.16% | 33.49 ($35.11) 36.26 | $36.11 | 2.85% | Reduce -1.79% | 1,330,393 | -24,233 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 60.46 ($62.66) 64.42 | $65.78 | 4.98% | Reduce -1.63% | 773,958 | -12,848 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.15% | 25.77 ($26.17) 26.48 | $26.39 | 0.84% | Add 3.89% | 937,070 | 35,114 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -0.14% | 347.25 ($389.72) 424.87 | $376.35 | -3.43% | Reduce -25.59% | 5,077 | -1,746 |
CORRECT CAPITAL WEALTH MANAGEMENT Total Holding History ($B)
CORRECT CAPITAL WEALTH MANAGEMENT's Asset Allocation
CORRECT CAPITAL WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CORRECT CAPITAL WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
CORRECT CAPITAL WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CORRECT CAPITAL WEALTH MANAGEMENT's Holdings Heat Map
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CORRECT CAPITAL WEALTH MANAGEMENT's Holdings Bubble Chart
CORRECT CAPITAL WEALTH MANAGEMENT News
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