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Home > Institutional Investor > Perspective Wealth Advisors Llc > Profile

Instuitional Investor - Perspective Wealth Advisors Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Perspective Wealth Advisors Llc
Portfolio Value	$140,425,433

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	30,724	$20,951,310	14.92%
2.	Ishares Tr - HDG MSCI EAFE		233,384	$9,652,762	6.87%
3.	Ishares Trust	IEF	119,165	$7,864,890	5.6%
4.	Invesco Qqq Tr		11,559	$7,100,943	5.06%
5.	Spdr Series Trust		244,847	$6,199,532	4.41%