Chapwood Capital Investment Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Chapwood Capital Investment Management, LLC 13F Holdings
CIK 0001797334 · PLANO, TX
As of Dec 31, 2019, Chapwood Capital Investment Management, LLC reported
70 positions worth $99.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 194,826 |
|
2.6K
12.66% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 57,926 |
0.3K | 10.39% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 43,301 | $7.0K | 7.00% |
| ISHARES US HEALTHCARE ETF | IYH | — | 16,429 | $3.5K | 3.56% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 54,287 | $3.4K | 3.44% |
| BLACKROCK FLOATING RATE INC | BGT | — | 262,381 | $3.4K | 3.40% |
| ISHARES US FINANCIALS ETF | IYF | — | 23,667 | $3.3K | 3.28% |
| BLACKROCK LTD DURATION INCOM | — | — | 192,291 | $3.2K | 3.17% |
| NUVEEN FLOATING RATE INCOME | JFR | — | 306,536 | $3.1K | 3.16% |
| PIONEER FLOATING RATE FUND I | PHD | — | 256,036 | $2.8K | 2.82% |
| EATON VANCE SR FLTNG RTE TR | EFR | — | 194,882 | $2.6K | 2.66% |
| EATON VANCE FLTING RATE INC | — | — | 178,441 | $2.4K | 2.46% |
| VOYA PRIME RATE TR | BRW | — | 457,441 | $2.3K | 2.31% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 48,082 | $2.2K | 2.17% |
| NUVEEN | JRO | — | 214,709 | $2.1K | 2.16% |
| ISHARES US ENERGY ETF | IYE | — | 59,157 |
.9K | 1.91% |
| ISHARES US REAL ESTATE ETF | IYR | — | 18,614 |
.7K | 1.74% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,673 |
.7K | 1.71% |
| APOLLO SR FLOATING RATE FD I | AFT | — | 108,945 |
.6K | 1.66% |
| MFS CHARTER INCOME TR | XMCRX | — | 194,099 |
.6K | 1.64% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 6,766 |
.6K | 1.58% |
| MICROSOFT CORP | MSFT | Technology | 9,840 |
.6K | 1.56% |
| MFS INTERMEDIATE INCOME TRUST | MIN | — | 382,653 |
.5K | 1.46% |
| NEXTERA ENERGY INC | NEE | Utilities | 5,792 |
.4K | 1.41% |
| FS KKR Capital Corp | FSK | Financial Services | 227,083 |
.4K | 1.40% |