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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
38
3
5
1
1
0
20
9
3
PRICE WEALTH MANAGEMENT INC

Time Period2018-12-31

Total Holdings149

Total Value ($x1000)237,570
Activities
New21

Increased28

Unchanged85

Decreased15

Sold Out20

Top 10 Stock Holdingstotal 79.89%
BRK.B33.19

SCZ9.29

SPY9.08

IJR7.54

EFA6.05

 
EEM3.75

VNQ3.63

IWM3.16

IVV2.26

IJH1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
33.19%
CL B NEW
SCZ
9.29%
EAFE SML CP ETF
SPY
9.08%
TR UNIT
IJR
7.54%
CORE S&P SCP ETF
EFA
6.05%
MSCI EAFE ETF
EEM
3.75%
MSCI EMG MKT ETF
VNQ
3.63%
REIT ETF
IWM
3.16%
RUSSELL 2000 ETF
IVV
2.26%
CORE S&P500 ETF
IJH
1.94%
CORE S&P MCP ETF
IHDG
1.75%
ITL HDG DIV GT
OEF
1.34%
S&P 100 ETF
VNQI
1.06%
GLB EX US ETF
SLAB
0.88%
COM
GDX
0.74%
GOLD MINERS ETF
VWO
0.65%
FTSE EMR MKT ETF
XOM
0.65%
COM
BABA
0.58%
SPONSORED ADS
AAPL
0.55%
COM
VT
0.52%
TT WRLD ST ETF
DG
0.47%
COM
FOX
0.47%
CL B
UNH
0.43%
COM
AMZN
0.37%
COM
HON
0.36%
COM
JPM
0.34%
COM
PEP
0.3%
COM
VEA
0.29%
FTSE DEV MKT ETF
INFU
0.29%
COM
ACN
0.29%
SHS CLASS A
DGX
0.27%
COM
EBAY
0.27%
COM
NICK
0.26%
COM NEW
MAS
0.26%
COM
UL
0.26%
SPON ADR NEW
TJX
0.26%
COM
OMC
0.25%
COM
BK
0.25%
COM
SWK
0.24%
COM
EXPD
0.24%
COM
SNN
0.24%
SPDN ADR NEW
CERN
0.24%
COM
CB
0.23%
COM
NTR
0.23%
COM
ORCL
0.23%
COM
DLTR
0.22%
COM
SLB
0.22%
COM
ACWI
0.21%
MSCI ACWI ETF
PCAR
0.18%
COM
CTL
0.18%
COM
GPOR
0.16%
COM NEW
MRK
0.15%
COM
TEL
0.15%
REG SHS
NNI
0.14%
CL A
PPG
0.14%
COM
PBT
0.14%
UNIT BEN INT
QQQ
0.13%
UNIT SER 1
IWB
0.13%
RUS 1000 ETF
FB
0.11%
CL A
SPOT
0.1%
SHS
BEN
0.09%
COM
VOO
0.09%
SHS
WFC
0.09%
COM
EFAV
0.07%
EAFE MIN VOL ETF
CL
0.07%
COM
JNJ
0.06%
COM
GOOG
0.05%
CAP STK CL C
VO
0.04%
MID CAP ETF
MPC
0.04%
COM
EXPE
0.04%
COM NEW
USMV
0.04%
USA MIN VOL ETF
IBM
0.04%
COM
BAC
0.04%
COM
CLAR
0.04%
COM
EGP
0.03%
COM
TOTL
0.03%
SPDR TR TACTIC
HSON
0.03%
COM
EMLC
0.03%
JP MORGAN MKTS
VZ
0.03%
COM
GOOGL
0.03%
CAP STK CL A
PFE
0.03%
COM
MSFT
0.02%
COM
VTV
0.02%
VALUE ETF
TWTR
0.02%
COM
HEDJ
0.02%
EUROPE HEDGED EQ
VB
0.02%
SMALL CP ETF
VHT
0.02%
HEALTH CAR ETF
GSK
0.02%
SPONSORED ADR
PANL
0.02%
SHS
EWJ
0.02%
MSCI JPN ETF NEW
LNT
0.02%
COM
DBX
0.02%
CL A
ADBE
0.02%
COM
MINT
0.02%
ENHAN SHRT MAT
XLU
0.02%
SBI INT-UTILS
FEZ
0.02%
EURO STOXX 50
MDY
0.02%
UTSER1 S&PDCRP
C
0.02%
COM NEW
KWEB
0.02%
CSI CHI INTERNET
ETN
0.02%
SHS
EW
0.01%
COM
DRAD
0.01%
COM
EL
0.01%
CL A
T
0.01%
COM
XOP
0.01%
S&P OILGAS EXP
CHTR
0.01%
CL A
GLD
0.01%
GOLD SHS
MRO
0.01%
COM
KIE
0.01%
S&P INS ETF
GRMN
0.01%
SHS
IFSM
0.01%
DEVSMCP EXNA ETF
GE
0.01%
COM
AMGN
0.01%
COM
SCJ
0.01%
MSCI JAPN SMCETF
BMY
0.01%
COM
GMM
0.01%
EMERG MKTS ETF
GUNR
0.01%
MORNSTAR UPSTR
KR
0.01%
COM
CVX
0.01%
COM
VTI
0.01%
TOTAL STK MKT
SYY
0.01%
COM
IP
0.01%
COM
TRV
0.01%
COM
JEF
< 0.01%
COM
RTN
< 0.01%
COM NEW
CMG
< 0.01%
COM
DAL
< 0.01%
COM NEW
OXY
< 0.01%
COM
CHKP
< 0.01%
ORD
BMO
< 0.01%
COM
DDD
< 0.01%
COM NEW
PRAH
< 0.01%
COM
AIG
< 0.01%
COM NEW
CONE
< 0.01%
COM
VER
< 0.01%
COM
JNPR
< 0.01%
COM
NCR
< 0.01%
COM
LVS
< 0.01%
COM
FND
< 0.01%
CL A
ATVI
< 0.01%
COM
CRON
< 0.01%
COM
WERN
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
GM
< 0.01%
COM
CGC
< 0.01%
COM
ACB
< 0.01%
COM
TLRY
< 0.01%
COM CL 2
GWPH
< 0.01%
ADS
SIRI
< 0.01%
COM
AET
0.19%
COM
BND
0.03%
TOTAL BND MRKT
TSI
0.02%
COM
DXJ
0.02%
JAPN HEDGE EQT
RPV
0.02%
S&P500 PUR VAL
DFE
0.01%
EUROPE SMCP DV
FEN
0.01%
COM
PSCH
0.01%
S&P SMLCP HELT
FRAK
0.01%
UNCVTL OIL GAS
PCG
0.01%
COM
KAR
0.01%
COM
ECON
0.01%
EMRG MARKETS ETF
BSCI
0.01%
BULSHS2018 COR
WMT
< 0.01%
COM
SAN
< 0.01%
ADR
F
< 0.01%
COM PAR $0.01
BBBY
< 0.01%
COM
BTU
< 0.01%
COM
FTI
< 0.01%
COM
PXD
< 0.01%
COM