The Analysis of INSTRUMENTAL WEALTH, LLC's Holdings
Currently, INSTRUMENTAL WEALTH, LLC holds 72 types of securities in its portfolio with a total value $166.8M. In the most recent quarter, they have increased their positions in IEFA (+118.2K shares, valued at $11.6M), IWN (+26.8K shares, valued at $5.4M), IVW (+37.4K shares, valued at $4.5M); decreased their positions in COWZ (-118.5K shares, valued at $7.6M), MSFT (-181 shares, valued at $72.7K), UNH (-137 shares, valued at $39.3K); initiated new positions in PNFP (+4.3K shares, valued at $416.6K), IUSG (+2.0K shares, valued at $338.3K), N/A (+14.3K shares, valued at $334.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJH ISHARES TR333.9K shares5.59%2025-12-312026-02-27
IEFA ISHARES TR229.6K shares106.20%2025-12-312026-02-27 IVW ISHARES TR184.7K shares25.40%2025-12-312026-02-27 IVE ISHARES TR70.3K shares6.02%2025-12-312026-02-27 IVV ISHARES TR18.1K shares23.01%2025-12-312026-02-27 IBDY ISHARES TR414.0K shares7.34%2025-12-312026-02-27 IWN ISHARES TR27.9K shares2280.56%2025-12-312026-02-27 IWO ISHARES TR12.5K shares10.13%2025-12-312026-02-27 AAPL APPLE INC9.8K shares5.67%2025-12-312026-02-27 NVDA NVIDIA CORPORATION13.7K shares2.44%2025-12-312026-02-27 IBDV ISHARES TR107.5K shares10.95%2025-12-312026-02-27 IBCA ISHARES TR90.7K shares12.22%2025-12-312026-02-27 HRTG HERITAGE INSURANCE HLDGS INC60.1K shares0.00%2025-12-312026-02-27 AMZN AMAZON COM INC7.3K shares6.93%2025-12-312026-02-27 MSFT MICROSOFT CORP3.3K shares-5.15%2025-12-312026-02-27 ALPHABET INC ALPHABET INC4.1K shares6.79%2025-12-312026-02-27 IWB ISHARES TR3.2K shares-2.91%2025-12-312026-02-27 ALPHABET INC ALPHABET INC3.1K shares7.06%2025-12-312026-02-27 META META PLATFORMS INC1.4K shares2.59%2025-12-312026-02-27 ICLN ISHARES TR48.5K shares21.34%2025-12-312026-02-27 HACK AMPLIFY ETF TR11.9K shares22.99%2025-12-312026-02-27 CMF ISHARES TR13.6K shares3.53%2025-12-312026-02-27 BROADCOM INC BROADCOM INC2.3K shares13.15%2025-12-312026-02-27 XOM EXXON MOBIL CORP5.0K shares2.36%2025-12-312026-02-27 FTEC FIDELITY COVINGTON TRUST3.1K shares5.91%2025-12-312026-02-27 TSLA TESLA INC1.7K shares2.60%2025-12-312026-02-27 SYK STRYKER CORPORATION1.7K shares0.36%2025-12-312026-02-27 FBTC FIDELITY WISE ORIGIN BITCOIN10.0K shares71.93%2025-12-312026-02-27 SPY SPDR S&P 500 ETF TR796 shares23.22%2025-12-312026-02-27 JPM JPMORGAN CHASE & CO.1.6K shares7.08%2025-12-312026-02-27 IWY ISHARES TR1.7K shares5.33%2025-12-312026-02-27 CVX CHEVRON CORP NEW2.4K shares-6.02%2025-12-312026-02-27 PFF ISHARES TR13.9K shares2.10%2025-12-312026-02-27 KO COCA COLA CO5.3K shares3.75%2025-12-312026-02-27 PNFP PINNACLE FINL PARTNERS INC4.3K sharesnew addition2025-12-312026-02-27 SPHY SPDR SERIES TRUST17.4K shares5.49%2025-12-312026-02-27 LLY ELI LILLY & CO399 shares18.40%2025-12-312026-02-27 BXMX NUVEEN S&P 500 BUY-WRITE INC26.8K shares-1.28%2025-12-312026-02-27 SMH VANECK ETF TRUST948 shares8.72%2025-12-312026-02-27 WMT WALMART INC2.8K shares9.34%2025-12-312026-02-27 IUSG ISHARES TR2.0K sharesnew addition2025-12-312026-02-27 TIDAL TRUST II TIDAL TRUST II14.3K sharesnew addition2025-12-312026-02-27 LEN LENNAR CORP2.7K sharesnew addition2025-12-312026-02-27 UNH UNITEDHEALTH GROUP INC1.0K shares-11.64%2025-12-312026-02-27 CWB SPDR SERIES TRUST3.1K shares-0.75%2025-12-312026-02-27 SLDE SLIDE INS HLDGS INC14.7K shares0.00%2025-12-312026-02-27 PAVE GLOBAL X FDS5.1K shares9.62%2025-12-312026-02-27 V VISA INC881 shares-5.47%2025-12-312026-02-27 ICOW PACER FDS TR6.1K shares-4.11%2025-12-312026-02-27 FNCL FIDELITY COVINGTON TRUST3.5K shares13.87%2025-12-312026-02-27 VWO VANGUARD INTL EQUITY INDEX F4.4K shares-5.36%2025-12-312026-02-27 FENY FIDELITY COVINGTON TRUST8.0K sharesnew addition2025-12-312026-02-27 AMD ADVANCED MICRO DEVICES INC1.2K shares9.99%2025-12-312026-02-27 NFLX NETFLIX INC2.9K shares892.36%2025-12-312026-02-27 PLTR PALANTIR TECHNOLOGIES INC1.8K shares23.31%2025-12-312026-02-27 WFC WELLS FARGO CO NEW2.7K shares3.98%2025-12-312026-02-27 HD HOME DEPOT INC630 shares-5.12%2025-12-312026-02-27 COWZ PACER FDS TR3.6K shares-97.03%2025-12-312026-02-27 SMR NUSCALE PWR CORP17.4K sharesnew addition2025-12-312026-02-27 ETH GRAYSCALE ETHEREUM MINI TR E12.1K sharesnew addition2025-12-312026-02-27 VOX VANGUARD WORLD FD1.2K shares10.55%2025-12-312026-02-27 SLS SELLAS LIFE SCIENCES GROUP I44.9K shares0.00%2025-12-312026-02-27 IEMG ISHARES INC2.8K shares-6.56%2025-12-312026-02-27 COST COSTCO WHSL CORP NEW218 sharesnew addition2025-12-312026-02-27 CAT CATERPILLAR INC276 sharesnew addition2025-12-312026-02-27 JNJ JOHNSON & JOHNSON844 sharesnew addition2025-12-312026-02-27 MCD MCDONALDS CORP613 sharesnew addition2025-12-312026-02-27 EFV ISHARES TR2.5K sharesnew addition2025-12-312026-02-27 PTY PIMCO CORPORATE & INCOME OPP13.3K shares-0.33%2025-12-312026-02-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available