Instuitional Investor - 4wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | 4wealth Advisors, Inc. |
| Portfolio Value | $99,836,991 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Northern Lts Fd Tr Iv | 148,991 | $4,262,633 | 4.26% | |
| 2. | J P Morgan Exchange Traded F | 62,551 | $3,598,585 | 3.6% | |
| 3. | AAPL | 11,401 | $2,855,012 | 2.85% | |
| 4. | Ishares Tr | 115,124 | $2,645,560 | 2.64% | |
| 5. | Vanguard Scottsdale Funds | 44,306 | $2,577,726 | 2.58% |
