NW

NEIRG Wealth Management, LLC

13F
NEIRG Wealth Management, LLC
Last update 2024-01-26 1 Stocks (0 new)
Value $- Turnover 0 %
Countries:
Top Holdings:
Summary Stock Picks Current Portfolio
NEIRG Wealth Management, LLC Top Holdings of 2023-12-31 View Full List
Ticker
ALTS
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ALTS
JanOne Inc
0
0
0%
0.000
0%
0.000
+90.19%
+54.19%
125.2
Software

NEIRG Wealth Management, LLC's Historical Top Holdings Breakdowns

NEIRG Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2023-09-30
Sold Out
Sold Out
-7.95%
●
100.2 ($100.45) 100.67
$100.52
0.07%
Sold Out
0
-428,121
SPY
S&P 500 ETF TRUST ETF
2023-09-30
Sold Out
Sold Out
-7.12%
●
425.88 ($444.77) 457.79
$622.14
39.88%
Sold Out
0
-86,946
QQQ
INVESCO QQQ Trust
2023-09-30
Sold Out
Sold Out
-6.41%
●
354.21 ($370.83) 385.74
$556.72
50.13%
Sold Out
0
-94,043
VTV
Vanguard Value ETF
2023-09-30
Sold Out
Sold Out
-3.67%
●
137.93 ($143.28) 147.18
$176.09
22.90%
Sold Out
0
-139,990
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2023-09-30
Sold Out
Sold Out
-3.27%
●
61.76 ($63.53) 65.96
$79.76
25.55%
Sold Out
0
-280,581
GLD
SPDR Gold Shares ETF
2023-09-30
Sold Out
Sold Out
-3.24%
●
171.45 ($178.8) 183.67
$306.73
71.55%
Sold Out
0
-98,515
JPST
JPMorgan Ultra-Short Income ETF
2023-09-30
Sold Out
Sold Out
-3.07%
●
49.94 ($50.1) 50.25
$50.55
0.90%
Sold Out
0
-331,441
JEPI
JPMorgan Equity Premium Income ETF
2023-09-30
Sold Out
Sold Out
-2.94%
●
53.5 ($55.1) 55.92
$56.46
2.47%
Sold Out
0
-288,184
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2023-09-30
Sold Out
Sold Out
-2.30%
●
34.75 ($37.22) 38.84
$42.84
15.10%
Sold Out
0
-336,655
SPLG
SPDR Portfolio S&P 500 ETF
2023-09-30
Sold Out
Sold Out
-2.19%
●
50.09 ($52.31) 53.81
$73.18
39.90%
Sold Out
0
-227,917

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

To

NEIRG Wealth Management, LLC's Asset Allocation

To

NEIRG Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

NEIRG Wealth Management, LLC's Hypothetical Growth since 2023-12-31

NEIRG Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NEIRG Wealth Management, LLC News

  • 1

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