Instuitional Investor - Plus Group Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Plus Group Wealth Advisors Llc |
| Portfolio Value | $90,146,325 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 18,364 | $11,280,893 | 12.51% | |
| 2. | First Tr Exchange-Traded Fd | 166,417 | $7,668,499 | 8.51% | |
| 3. | FNDF | 255,245 | $7,557,794 | 8.38% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 28,778 | $7,423,319 | 8.23% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 23,104 | $6,705,174 | 7.44% |