Ruggie Capital Group 13F Holdings
CIK 0001632549 · TAVARES, FL
As of Sep 30, 2020, Ruggie Capital Group reported 51 positions worth
CIK 0001632549 · TAVARES, FL
As of Sep 30, 2020, Ruggie Capital Group reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CROWN CASTLE INC | CCI | Real Estate | 1,042 | 74.0 | 8.99% |
| INVESCO ULTRA SHORT DURATION ETF | GSY | — | 2,554 | 29.0 | 6.67% |
| BROWN & BROWN INC | BRO | Financial Services | 2,247 | 02.0 | 5.27% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 472 | 01.0 | 5.22% |
| ISHARES SYSTEMATIC BOND ETF | SYSB | — | 864 | $88.0 | 4.55% |
| BLACKSTONE INC | BX | Financial Services | 1,653 | $86.0 | 4.44% |
| iShares Gold Trust | IAU | — | 4,423 | $80.0 | 4.13% |
| ABBOTT LABORATORIES | ABT | Healthcare | 617 | $67.0 | 3.46% |
| STATE STREET(R) SPDR(R) S&P(R) HOMEBUILDERS ETF | XHB | — | 1,063 | $57.0 | 2.95% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 945 | $56.0 | 2.89% |
| BANK OF AMERICA CORP | BAC | Financial Services | 2,254 | $54.0 | 2.79% |
| COCA COLA CO | KO | Consumer Defensive | 1,000 | $49.0 | 2.53% |
| ABBVIE INC | ABBV | Equity | 530 | $46.0 | 2.38% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 400 | $42.0 | 2.17% |
| MERCK & CO INC | MRK | Healthcare | 504 | $42.0 | 2.17% |
| APPLE INC | AAPL | Technology | 350 | $41.0 | 2.12% |
| RTX CORP | RTX | Equity | 711 | $41.0 | 2.12% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 101 | $39.0 | 2.02% |
| HORTON D R INC | DHI | Consumer Cyclical | 500 | $38.0 | 1.96% |
| EXXON MOBIL CORP | XOM | Energy | 1,042 | $36.0 | 1.86% |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | HYLB | — | 733 | $35.0 | 1.81% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 436 | $35.0 | 1.81% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 617 | $34.0 | 1.76% |
| INNOVATOR ETFS TR II | EPRF | — | 1,407 | $34.0 | 1.76% |
| ALTRIA GROUP INC | MO | Equity | 802 | $31.0 | 1.60% |