Loveless Wealth Management LLC Portfolio Holdings
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
Loveless Wealth Management LLC has filed its 13F form on July 22, 2022 for Q2 2022 where it was disclosed a total value porftolio of $153 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $8.8M, Realty Income Corp with a value of $4.48M, Utilities Sector Spdr with a value of $4.26M, Abb Vie Inc. with a value of $3.84M, and Technology Sector Spdr with a value of $3.81M.
Examining the 13F form we can see an decrease of $24.3M in the current position value, from $177M to 153M.
Below you can find more details about Loveless Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$153 Million
ETFs: $47.5 Million
Industrials: $15.6 Million
Healthcare: $15.2 Million
Technology: $14.6 Million
Financial Services: $12.8 Million
Energy: $10.5 Million
Consumer Defensive: $9.04 Million
Real Estate: $7.73 Million
Other: $17.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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