Gupta Wealth Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Gupta Wealth Management LLC 13F Holdings
CIK 0001639966 · SAN DIEGO, CA
As of Mar 31, 2016, Gupta Wealth Management LLC reported
1,173 positions worth $384.6K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 162,728 | $21.3K | 5.53% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 170,642 | $20.3K | 5.27% |
| APPLE INC | AAPL | Technology | 150,072 |
|
6.4K4.25% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 200,190 |
6.3K | 4.23% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 120,940 |
3.3K | 3.47% |
| VANGUARD WORLD FUND | MGK | — | 155,140 |
2.9K | 3.35% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 137,843 |
2.0K | 3.12% |
| BOEING CO | BA | Industrials | 68,379 | $8.7K | 2.26% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 85,265 | $6.9K | 1.78% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 86,455 | $5.9K | 1.54% |
| WISDOMTREE TR | DOL | — | 132,350 | $5.5K | 1.44% |
| INTEL CORP | INTC | Technology | 167,468 | $5.4K | 1.41% |
| ELI LILLY & CO | LLY | Healthcare | 73,802 | $5.3K | 1.38% |
| HOME DEPOT INC | HD | Consumer Cyclical | 37,126 | $5.0K | 1.29% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 73,810 | $4.9K | 1.27% |
| SPDR GOLD TRUST | GQ9 | — | 41,521 | $4.9K | 1.27% |
| Aberdeen Std Physical Swiss Gold | SGOL | — | 40,531 | $4.9K | 1.27% |
| SPDR S&P 500 ETF TRUST | SPY | — | 23,291 | $4.8K | 1.24% |
| MICROSOFT CORP | MSFT | Technology | 81,269 | $4.5K | 1.17% |
| STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF | KRE | — | 113,736 | $4.3K | 1.11% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 40,999 | $4.2K | 1.09% |
| REALTY INCOME CORP | O | Real Estate | 66,593 | $4.2K | 1.08% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 53,891 | $3.8K | 0.99% |
| iShares Gold Trust | IAU | — | 319,175 | $3.8K | 0.99% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 35,873 | $3.8K | 0.98% |