Wealth & Pension Services Group, Inc. has disclosed 103 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-09-30. The current portfolio value is calculated to be $126.00 Mil. The turnover rate is 4%.
In Wealth & Pension Services Group, Inc.'s current portfolio as of 2019-09-30, the top 5 holdings are
SPDR Russell 1000 ETF (ELR), iShares Russell 1000 ETF (IWB), SPDR Portfolio Developed World ex-US ETF (SPDW), iShares Russell 1000 Value ETF (IWD), Vanguard Dividend Appreciation FTF (VIG), not including call and put options.
Wealth & Pension Services Group, Inc. 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 Wealth & Pension Services Group, Inc., 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 Wealth & Pension Services Group, Inc., 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 Wealth & Pension Services Group, Inc..