Loveless Wealth Management LLC 13F Holdings
CIK 0001798026 · BILLINGS, MT
As of Jun 30, 2022, Loveless Wealth Management LLC reported 122 positions worth
CIK 0001798026 · BILLINGS, MT
As of Jun 30, 2022, Loveless Wealth Management LLC reported 122 positions worth
52.7K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | XOM | Energy | 102,737 | $8.8K | 5.76% |
| REALTY INCOME CORP | O | Real Estate | 65,554 | $4.5K | 2.93% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 60,799 | $4.3K | 2.79% |
| ABBVIE INC | ABBV | Equity | 25,045 | $3.8K | 2.51% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 29,949 | $3.8K | 2.49% |
| DEERE & CO | DE | Industrials | 12,457 | $3.7K | 2.44% |
| APPLE INC | AAPL | Technology | 26,286 | $3.6K | 2.35% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 48,171 | $3.5K | 2.28% |
| CATERPILLAR INC | CAT | Industrials | 17,320 | $3.1K | 2.03% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 41,092 | $3.0K | 1.98% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 51,525 | $2.8K | 1.83% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 38,721 | $2.8K | 1.82% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 21,267 | $2.7K | 1.79% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 15,055 | $2.7K | 1.75% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 32,950 | $2.6K | 1.68% |
| NUTRIEN LTD | NTR | Basic Materials | 31,500 | $2.5K | 1.64% |
| ZOETIS INC | ZTS | Healthcare | 13,289 | $2.3K | 1.50% |
| MDU RESOURCES GROUP INC | MDU | Industrials | 83,983 | $2.3K | 1.48% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 16,286 | $2.2K | 1.47% |
| MICROSOFT CORP | MSFT | Technology | 8,703 | $2.2K | 1.46% |
| GLACIER BANCORP INC | GBCI | Financial Services | 46,453 | $2.2K | 1.44% |
| QUALCOMM INC | QCOM | Technology | 17,218 | $2.2K | 1.44% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 14,840 | $2.1K | 1.40% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 66,956 | $2.1K | 1.38% |
| BLACKROCK UTILS INFRASTRUCTU | — | — | 95,730 | $2.1K | 1.37% |