HW

Holloway Wealth Management, LLC

13F
Holloway Wealth Management, LLC
Last update 2022-04-18 225 Stocks (24 new)
Value $296.00 Mil Turnover 14 %
Countries:
Top Holdings: CVX(3.85%)CSCO(3.72%)LMT(3.64%)WMT(3.51%)FTSM(3.44%)
Summary Stock Picks Current Portfolio
Holloway Wealth Management, LL... Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVX
Chevron Corp
69,903
11,382.0
-12.01%
3.850
-0.39%
0.000
+13.39%
+8.19%
311,327.6
Oil & Gas
CSCO
Cisco Systems Inc
197,302
11,002.0
+4.27%
3.720
+0.15%
0.000
+24.09%
+18.19%
271,735.1
Hardware
LMT
Lockheed Martin Corp
24,362
10,753.0
+15.06%
3.640
+0.48%
0.010
-8.90%
-12.46%
97,912.9
Aerospace & Defense
WMT
Walmart Inc
209,328
10,391.0
+20.88%
3.510
+0.61%
0.000
+1.00%
+6.45%
763,566.4
Retail - Defensive
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
170,725
10,163.0
+371.00%
3.440
+2.71%
0.250
+1.25%
+2.60%
6,255.0
 
MO
Altria Group Inc
187,121
9,777.0
+20.97%
3.310
+0.57%
0.010
+3.84%
+18.38%
100,679.7
Tobacco Products
BLK
BlackRock Inc
11,878
9,077.0
-8.19%
3.070
-0.34%
0.010
+26.19%
+10.47%
173,433.3
Asset Management
AAPL
Apple Inc
51,508
8,994.0
-12.75%
3.040
-0.46%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
UL
Unilever PLC
185,409
8,449.0
+20.43%
2.860
+0.49%
0.010
-4.40%
+9.19%
149,264.4
Consumer Packaged Goods
PEP
PepsiCo Inc
49,501
8,285.0
-0.44%
2.800
-0.01%
0.000
+3.51%
-2.30%
199,419.8
Beverages - Non-Alcoholic

Holloway Wealth Management, LLC's Historical Top Holdings Breakdowns

Holloway Wealth Management, LLC Total Holding History ($B)

To

Holloway Wealth Management, LLC's Asset Allocation

To

Holloway Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Holloway Wealth Management, LLC's Hypothetical Growth since 2022-03-31

Holloway Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Holloway Wealth Management, LLC's Holdings Heat Map

Size field:

Holloway Wealth Management, LLC's Holdings Bubble Chart

Holloway Wealth Management, LLC News

  • 1

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