Biltmore Wealth Management, LLC
|Biltmore Wealth Management, LLC|
|Last update 2023-04-14||51 Stocks (4 new)|
|Value $248.00 Mil||Turnover 8 %|
Top Holdings: SHM(13.09%) XLK(10.11%) XLI(9.36%) XLV(7.68%) XLY(7.50%)Portfolio Report
Biltmore Wealth Management, LLC has disclosed 51 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $248.00 Mil. The turnover rate is 8%.
In Biltmore Wealth Management, LLC's current portfolio as of 2023-03-31, the top 5 holdings are SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM), Technology Select Sector SPDR ETF (XLK), Industrial Select Sector SPDR (XLI), Health Care Select Sector SPDR (XLV), Consumer Discretionary Select Sector SPDR (XLY), not including call and put options. Biltmore Wealth Management, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Biltmore Wealth Management, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Biltmore Wealth Management, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Biltmore Wealth Management, LLC.
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