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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
2
4
1
1
0
18
8
3
PRICE WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings140

Total Value ($x1000)260,554
Activities
New9

Increased28

Unchanged86

Decreased17

Sold Out18

Top 10 Stock Holdingstotal 80.44%
BRK.B30.34

SPY9.4

SCZ9.32

IJR7.82

EFA6.09

 
EEM5.1

VNQ4.55

IWM3.3

IVV2.46

IJH2.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
30.34%
CL B NEW
SPY
9.4%
TR UNIT
SCZ
9.32%
EAFE SML CP ETF
IJR
7.82%
CORE S&P SCP ETF
EFA
6.09%
MSCI EAFE ETF
EEM
5.1%
MSCI EMG MKT ETF
VNQ
4.55%
REIT ETF
IWM
3.3%
RUSSELL 2000 ETF
IVV
2.46%
CORE S&P500 ETF
IJH
2.06%
CORE S&P MCP ETF
IHDG
1.55%
ITL HDG DIV GT
OEF
1.37%
S&P 100 ETF
VNQI
1.09%
GLB EX US ETF
GDX
0.72%
GOLD MINERS ETF
XOM
0.7%
COM
BABA
0.7%
SPONSORED ADS
VWO
0.67%
FTSE EMR MKT ETF
AAPL
0.61%
COM
VT
0.53%
TT WRLD ST ETF
SLAB
0.44%
COM
AMZN
0.41%
COM
HON
0.4%
COM
UNH
0.39%
COM
MAS
0.35%
COM
DG
0.35%
COM
ACN
0.33%
SHS CLASS A
DLTR
0.33%
COM
EBAY
0.33%
COM
JPM
0.32%
COM
PEP
0.3%
COM
UL
0.29%
SPON ADR NEW
VEA
0.28%
FTSE DEV MKT ETF
TJX
0.28%
COM
DGX
0.27%
COM
CERN
0.27%
COM
CB
0.25%
COM
SWK
0.25%
COM
EXPD
0.25%
COM
BK
0.24%
COM
SLB
0.24%
COM
NTR
0.24%
COM
SNN
0.24%
SPDN ADR NEW
OMC
0.23%
COM
ACWI
0.22%
MSCI ACWI ETF
ORCL
0.21%
COM
NICK
0.21%
COM NEW
PPG
0.21%
COM
PCAR
0.2%
COM
TEL
0.19%
REG SHS
GPOR
0.18%
COM NEW
PBT
0.16%
UNIT BEN INT
MRK
0.15%
COM
IWB
0.13%
RUS 1000 ETF
FB
0.13%
CL A
CTL
0.13%
COM
WTRE
0.13%
SHS
QQQ
0.12%
UNIT SER 1
SPOT
0.12%
SHS
ANTM
0.11%
COM
FOX
0.11%
CL B COM
FOXAV
0.11%
CL A COM
BEN
0.09%
COM
VOO
0.09%
SHS
WFC
0.08%
COM
CL
0.07%
COM
EFAV
0.07%
EAFE MIN VOL ETF
JNJ
0.06%
COM
GOOG
0.05%
CAP STK CL C
VO
0.05%
MID CAP ETF
IBM
0.04%
COM
EXPE
0.04%
COM NEW
USMV
0.04%
USA MIN VOL ETF
MPC
0.04%
COM
EGP
0.04%
COM
BAC
0.04%
COM
MINT
0.03%
ENHAN SHRT MAT
EMLC
0.03%
JP MORGAN MKTS
GOOGL
0.03%
CAP STK CL A
VTV
0.03%
VALUE ETF
MSFT
0.03%
COM
XLU
0.03%
SBI INT-UTILS
TWTR
0.03%
COM
VB
0.02%
SMALL CP ETF
HEDJ
0.02%
EUROPE HEDGED EQ
TOTL
0.02%
SPDR TR TACTIC
PFE
0.02%
COM
GSK
0.02%
SPONSORED ADR
KWEB
0.02%
CSI CHI INTERNET
VHT
0.02%
HEALTH CAR ETF
VZ
0.02%
COM
EWJ
0.02%
MSCI JPN ETF NEW
LNT
0.02%
COM
ADBE
0.02%
COM
USFR
0.02%
BLMBRG FL TRFD
EW
0.02%
COM
DBX
0.02%
CL A
EL
0.02%
CL A
C
0.02%
COM NEW
FEZ
0.02%
EURO STOXX 50
ETN
0.02%
SHS
MDY
0.02%
UTSER1 S&PDCRP
T
0.01%
COM
CHTR
0.01%
CL A
XOP
0.01%
S&P OILGAS EXP
IFSM
0.01%
DEVSMCP EXNA ETF
MRO
0.01%
COM
GLD
0.01%
GOLD SHS
GE
0.01%
COM
SCJ
0.01%
MSCI JAPN SMCETF
GUNR
0.01%
MORNSTAR UPSTR
GMM
0.01%
EMERG MKTS ETF
CVX
0.01%
COM
AIG
0.01%
COM NEW
VTI
0.01%
TOTAL STK MKT
IP
0.01%
COM
TRV
0.01%
COM
SYY
< 0.01%
COM
KR
< 0.01%
COM
RTN
< 0.01%
COM NEW
DAL
< 0.01%
COM NEW
AMGN
< 0.01%
COM
JEF
< 0.01%
COM
BMO
< 0.01%
COM
DDD
< 0.01%
COM NEW
VER
< 0.01%
COM
OXY
< 0.01%
COM
FND
< 0.01%
CL A
PRAH
< 0.01%
COM
CONE
< 0.01%
COM
NCR
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
JNPR
< 0.01%
COM
AVLR
< 0.01%
COM
ATVI
< 0.01%
COM
WERN
< 0.01%
COM
ACB
< 0.01%
COM
GM
< 0.01%
COM
NPTN
< 0.01%
COM
CGC
< 0.01%
COM
PHUNW
< 0.01%
*W EXP 08/11/202
FOX
0.47%
CL B
INFU
0.29%
COM
NNI
0.14%
CL A
CLAR
0.04%
COM
HSON
0.03%
COM
PANL
0.02%
SHS
DRAD
0.01%
COM
KIE
0.01%
S&P INS ETF
GRMN
0.01%
SHS
BMY
0.01%
COM
CMG
< 0.01%
COM
CHKP
< 0.01%
ORD
LVS
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
CRON
< 0.01%
COM
SIRI
< 0.01%
COM
TLRY
< 0.01%
COM CL 2
GWPH
< 0.01%
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