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Home > Institutional Investor > Crossgen Wealth, Llc > Profile

Instuitional Investor - Crossgen Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Crossgen Wealth, Llc
Portfolio Value	$113,872,411

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	19,865	$12,975,718	11.39%
2.	Apple Inc.	AAPL	21,118	$5,359,541	4.71%
3.	Valero Energy Corp	VLO	20,424	$5,046,268	4.43%
4.	Walmart Inc.	WMT	39,329	$4,887,858	4.29%
5.	Broadcom Inc.	AVGO	14,851	$4,596,683	4.04%