Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $115,131
At 06/30/2019: $0

WT Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WT Wealth Management 13F filings. Link to 13F filings: SEC filings

WT Wealth Management Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 298,164 +298,164 $21,175
     SCHB298,164+298,164$21,175
SCHWAB STRATEGIC TR 212,831 +212,831 $6,780
     SCHF212,831+212,831$6,780
SCHWAB STRATEGIC TR 131,860 +131,860 $6,670
     SCHO131,860+131,860$6,670
ISHARES TR (USMV) 99,082 +99,082 $6,351
     USMV99,082+99,082$6,351
INVESCO EXCHNG TRADED FD TR (SPLV) 99,911 +99,911 $5,784
     SPLV99,911+99,911$5,784
PROSHARES TR (NOBL) 49,763 +49,763 $3,562
     NOBL49,763+49,763$3,562
ISHARES TR (EFAV) 38,902 +38,902 $2,850
     EFAV38,902+38,902$2,850
SCHWAB STRATEGIC TR 55,578 +55,578 $2,621
     SCHH55,578+55,578$2,621
FIRST TR EXCHANGE TRADED FD (TDIV) 65,084 +65,084 $2,610
     TDIV65,084+65,084$2,610
AMAZON COM INC 1,448 +1,448 $2,513
     AMZN1,448+1,448$2,513
PROSHARES TR (REGL) 38,709 +38,709 $2,248
     REGL38,709+38,709$2,248
SCHWAB STRATEGIC TR 39,788 +39,788 $2,142
     SCHZ39,788+39,788$2,142
ABERDEEN STD GOLD ETF TR (SGOL) 14,075 +14,075 $1,997
     SGOL14,075+14,075$1,997
SCHWAB STRATEGIC TR 75,090 +75,090 $1,887
     SCHE75,090+75,090$1,887
SCHWAB STRATEGIC TR 33,791 +33,791 $1,877
     SCHR33,791+33,791$1,877
ALPHABET INC 1,465 +1,465 $1,786
     GOOG1,465+1,465$1,786
INVESCO EXCHNG TRADED FD TR (XMLV) 33,209 +33,209 $1,747
     XMLV33,209+33,209$1,747
VANGUARD INDEX FDS (VNQ) 18,713 +18,713 $1,744
     VNQ18,713+18,713$1,744
VANGUARD SCOTTSDALE FDS (VMBS) 30,737 +30,737 $1,637
     VMBS30,737+30,737$1,637
ISHARES TR (ICSH) 30,763 +30,763 $1,550
     ICSH30,763+30,763$1,550
APPLE INC 6,488 +6,488 $1,453
     AAPL6,488+6,488$1,453
SELECT SECTOR SPDR TR (XLK) 17,808 +17,808 $1,434
     XLK17,808+17,808$1,434
SELECT SECTOR SPDR TR (XLV) 14,366 +14,366 $1,294
     XLV14,366+14,366$1,294
PROSHARES TR (SMDV) 20,655 +20,655 $1,226
     SMDV20,655+20,655$1,226
MASTERCARD INC 4,510 +4,510 $1,224
     MA4,510+4,510$1,224
VANECK VECTORS ETF TR (SMH) 10,051 +10,051 $1,197
     SMH10,051+10,051$1,197
FIRST TR EXCHANGE TRADED FD (FDN) 8,711 +8,711 $1,172
     FDN8,711+8,711$1,172
SPDR SERIES TRUST (XAR) 10,719 +10,719 $1,145
     XAR10,719+10,719$1,145
VISA INC 6,565 +6,565 $1,129
     V6,565+6,565$1,129
INVESCO CURNCYSHS JAPANESE Y 12,830 +12,830 $1,128
     FXY12,830+12,830$1,128
DBX ETF TR (HYLB) 20,206 +20,206 $1,011
     HYLB20,206+20,206$1,011
ADOBE INC 2,867 +2,867 $791
     ADBE2,867+2,867$791
INVESCO EXCHANGE TRADED FD T (PEY) 43,055 +43,055 $788
     PEY43,055+43,055$788
SCHWAB STRATEGIC TR 14,010 +14,010 $767
     SCHD14,010+14,010$767
WALMART INC 6,330 +6,330 $751
     WMT6,330+6,330$751
LOWES COS INC 6,538 +6,538 $718
     LOW6,538+6,538$718
FACEBOOK INC 4,022 +4,022 $716
     FB4,022+4,022$716
INVESCO EXCHNG TRADED FD TR (SPHD) 16,684 +16,684 $711
     SPHD16,684+16,684$711
SELECT SECTOR SPDR TR (XLF) 23,680 +23,680 $663
     XLF23,680+23,680$663
SCHWAB STRATEGIC TR 11,521 +11,521 $653
     SCHV11,521+11,521$653
SCHWAB STRATEGIC TR 7,729 +7,729 $649
     SCHG7,729+7,729$649
CONSTELLATION BRANDS INC 3,131 +3,131 $648
     STZ3,131+3,131$648
ISHARES TR (MBB) 5,974 +5,974 $646
     MBB5,974+5,974$646
FIRST TR VALUE LINE DIVID IN (FVD) 18,254 +18,254 $636
     FVD18,254+18,254$636
MICROSOFT CORP 4,370 +4,370 $607
     MSFT4,370+4,370$607
DOCUSIGN INC 9,139 +9,139 $565
     DOCU9,139+9,139$565
FIRST TR EXCHANGE TRADED FD (FTSM) 8,865 +8,865 $532
     FTSM8,865+8,865$532
INTUIT 1,870 +1,870 $497
     INTU1,870+1,870$497
HOME DEPOT INC 2,071 +2,071 $480
     HD2,071+2,071$480
HANCOCK JOHN PREMUIM DIV FD 24,740 +24,740 $448
     PDT24,740+24,740$448

See Full List: All Stocks Held By WT Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By WT Wealth Management

WT Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2019, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.