CF
| |
CA Family Wealth, LLC13F | |
| CA Family Wealth, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
CA Family Wealth, LLC Top Holdings of 2020-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMT | Lockheed Martin Corp | 0 | 0 | Sold Out | 0.000 | -0.15% | 0.000 | -9.29% | -12.22% | 98,183.7 | Aerospace & Defense | |
LOW | Lowe's Companies Inc | 0 | 0 | Sold Out | 0.000 | -0.38% | 0.000 | +2.12% | -7.23% | 126,412.3 | Retail - Cyclical | |
MMP | Magellan Midstream Partners LP | 0 | 0 | Sold Out | 0.000 | -0.31% | 0.000 | +17.06% | +45.65% | 13,944.6 | Oil & Gas | |
MA | Mastercard Inc | 0 | 0 | Sold Out | 0.000 | -0.16% | 0.000 | +5.38% | +7.49% | 511,704.3 | Credit Services | |
MRK | Merck & Co Inc | 0 | 0 | Sold Out | 0.000 | -0.42% | 0.000 | +6.40% | -13.87% | 211,202.8 | Drug Manufacturers | |
MMSI | Merit Medical Systems Inc | 0 | 0 | Sold Out | 0.000 | -0.17% | 0.000 | -11.04% | -12.92% | 4,977.4 | Medical Devices & Instruments | |
MSFT | Microsoft Corp | 0 | 0 | Sold Out | 0.000 | -1.06% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 0 | 0 | Sold Out | 0.000 | -0.16% | 0.000 | +16.29% | +7.88% | 72,996.2 | ||
IUSG |
iShares Core S&P U.S. Growth ETF
iShares Core S&P U.S. Growth ETF
| 0 | 0 | Sold Out | 0.000 | -3.60% | 0.000 | +21.60% | +11.07% | 23,997.8 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -2.15% | 0.000 | +16.09% | +8.31% | 642,461.0 |
CA Family Wealth, LLC's Historical Top Holdings Breakdowns
CA Family Wealth, LLC Total Holding History ($B)
CA Family Wealth, LLC's Asset Allocation
CA Family Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CA Family Wealth, LLC's Hypothetical Growth since 2020-03-31
CA Family Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CA Family Wealth, LLC News
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