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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	$154,181,278

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	34,583	$22,490,708	14.59%
2.	Ishares Tr - HDG MSCI EAFE		261,821	$11,126,083	7.22%
3.	Ishares Trust	IEF	127,731	$8,625,674	5.59%
4.	Spdr Series Trust		339,949	$8,491,914	5.51%
5.	Invesco Qqq Tr		13,781	$7,954,001	5.16%