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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.
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8
0
0
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1
0
7
2
1
WEALTH PENSION SERVICES GROUP INC

Time Period2019-06-30

Total Holdings121

Total Value ($x1000)137,477
Activities
New8

Increased49

Unchanged20

Decreased44

Sold Out3

Top 10 Stock Holdingstotal 37.51%
IWB5.42

ONEK5.23

GWL5.06

JPST3.88

IWD3.51

 
VEA3.19

VTV3.15

VIG3.1

IWZ2.53

IVV2.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
5.42%
RUS 1000 ETF
ONEK
5.23%
RUSSELL 1000 ETF
GWL
5.06%
S&P WRLD EX US
JPST
3.88%
ULTRA SHRT INC
IWD
3.51%
RUS 1000 VAL ETF
VEA
3.19%
FTSE DEV MKT ETF
VTV
3.15%
VALUE ETF
VIG
3.1%
DIV APP ETF
IWZ
2.53%
RUS 3000 GRW ETF
IVV
2.44%
CORE S&P500 ETF
IWF
1.98%
RUS 1000 GRW ETF
ITOT
1.81%
CORE S&P TTL STK
SPYG
1.63%
S&P 500 GROWTH
IEI
1.6%
3-7 YR TR BD ETF
RSCO
1.57%
SM CAP COMPLETE
AGG
1.55%
CORE TOTUSBD ETF
LRGF
1.53%
FCTSLC MSCI US
SCPB
1.39%
BARC SHT TR CP
SCZ
1.39%
EAFE SML CP ETF
USMV
1.38%
USA MIN VOL ETF
VWO
1.28%
FTSE EMR MKT ETF
CIU
1.26%
INTERM CR BD ETF
DGRO
1.26%
CORE DIV GRWTH
GMM
1.23%
EMERG MKTS ETF
SPY
1.22%
TR UNIT
CFT
1.19%
CREDIT BD ETF
GVI
1.16%
INTRM GOV/CR ETF
TWOK
1.13%
SPDR RUSSEL 2000
GOVT
1.08%
U.S. TRS BD ETF
CLNC
1.03%
CL A
FTVA
1.01%
APTUS FRTIFIE
IJH
1%
CORE S&P MCP ETF
XLF
0.89%
SBI INT-FINL
SHV
0.87%
SHRT TRS BD ETF
IWV
0.83%
RUSSELL 3000 ETF
THRK
0.81%
RUSSELL 3000 ETF
IEUR
0.81%
CORE MSCI EURO
ITA
0.78%
U.S. AER&DEF ETF
LQD
0.75%
IBOXX INV CP ETF
QQQ
0.75%
UNIT SER 1
MTUM
0.74%
MSCI USAMOMFCT
DRSK
0.73%
APTUS DEFINED
HRL
0.67%
COM
IYC
0.65%
U.S. CNSM SV ETF
DVY
0.62%
SELECT DIVID ETF
JMST
0.62%
ULTRA SHRT ETF
AOA
0.58%
AGGRES ALLOC ETF
VYM
0.57%
HIGH DIV YLD
CFO
0.56%
CEMP US 500 ENHA
AOR
0.56%
GRWT ALLOCAT ETF
AAPL
0.56%
COM
VGSH
0.51%
SHTRM GVT BD ETF
PDI
0.51%
SHS
IWR
0.51%
RUS MID-CAP ETF
DAL
0.51%
COM NEW
VB
0.49%
SMALL CP ETF
IEMG
0.49%
CORE MSCI EMKT
FIBR
0.49%
EDGE US FIXD INM
IYR
0.49%
U.S. REAL ES ETF
USFR
0.48%
BLMBRG FL TRFD
EES
0.47%
SMLCAP EARN FD
CDC
0.44%
CEMP US EQ INCOM
VGT
0.44%
INF TECH ETF
FSIC
0.43%
COM
TIP
0.43%
TIPS BD ETF
MSFT
0.41%
COM
MU
0.41%
COM
IYY
0.41%
DOW JONES US ETF
AMZN
0.38%
COM
IWY
0.37%
RUS TP200 GR ETF
QUAL
0.35%
MSCI USA QLT FAC
IYH
0.35%
US HLTHCARE ETF
CL
0.34%
COM
VGK
0.33%
FTSE EUROPE ETF
VO
0.33%
MID CAP ETF
HEFA
0.32%
HDG MSCI EAFE
EEM
0.32%
MSCI EMG MKT ETF
PG
0.32%
COM
ACWV
0.3%
CNTRY MIN VL ETF
KO
0.29%
COM
VUG
0.28%
GROWTH ETF
SLY
0.28%
S&P 600 SML CAP
BAC
0.27%
COM
IDU
0.27%
U.S. UTILITS ETF
SMLF
0.26%
MSCI USA SMLCP
FEM
0.26%
EMERG MKT ALPH
FXO
0.25%
FINLS ALPHADEX
CB
0.25%
COM
LMBS
0.24%
FST LOW MTG ETF
HDV
0.24%
HIGH DIVIDND ETF
MUB
0.24%
NAT AMT FREE BD
CIZ
0.24%
CEMP DEVELOPED E
EPD
0.23%
COM
JPM
0.22%
COM
IYJ
0.22%
U.S. INDS ETF
ITR
0.21%
INTR TRM CORP BD
VTI
0.21%
TOTAL STK MKT
VV
0.21%
LARGE CAP ETF
MBB
0.2%
MBS ETF
IWL
0.2%
RUS TOP 200 ETF
XLE
0.19%
SBI INT-ENERGY
HD
0.19%
COM
TFI
0.18%
NUVN BRCLY MUNI
LQDH
0.18%
INT RT HDG C B
IVE
0.17%
S&P 500 VAL ETF
MCD
0.17%
COM
LRCX
0.17%
COM
T
0.16%
COM
OEF
0.15%
S&P 100 ETF
CERN
0.15%
COM
BAB
0.15%
TAXABLE MUN BD
PCI
0.15%
COM SHS
ICSH
0.15%
LIQUID INC ETF
PDBC
0.13%
OPTIMUM YIELD
XXII
0.1%
COM
F
0.08%
COM PAR $0.01
TA
0.08%
COM
ACB
0.06%
COM
LXRX
0.05%
COM NEW
SENS
0.03%
COM
KTOVW
0.02%
*W EXP 11/20/202
IWN
0.6%
RUS 2000 VAL ETF
NVDA
0.17%
COM
AFIN
0.14%
COM CLASS A