Holdings Channel
Size ($ in 1000's)
At 03/31/2020: $94,904
At 12/31/2019: $131,592

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  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 325,399 -9,206 $19,663
     SCHB325,399-9,206$19,663
SCHWAB STRATEGIC TR 136,597 -9,080 $7,066
     SCHO136,597-9,080$7,066
SCHWAB STRATEGIC TR 254,476 +28,247 $6,575
     SCHF254,476+28,247$6,575
ISHARES TR (USMV) 98,636 -6,534 $5,327
     USMV98,636-6,534$5,327
INVESCO EXCHANGE TRADED FD T (SPLV) 107,912 -2,079 $5,063
     SPLV107,912-2,079$5,063
FIRST TR EXCHANGE TRADED FD (TDIV) 75,051 -2,686 $2,655
     TDIV75,051-2,686$2,655
AMAZON COM INC 1,326 -112 $2,585
     AMZN1,326-112$2,585
ISHARES TR (ICSH) 49,401 -5,209 $2,467
     ICSH49,401-5,209$2,467
SCHWAB STRATEGIC TR 37,412 +212 $2,199
     SCHR37,412+212$2,199
VANGUARD SCOTTSDALE FDS (VMBS) 37,776 +2,825 $2,058
     VMBS37,776+2,825$2,058
ABERDEEN STD GOLD ETF TR (SGOL) 132,453 -12,459 $2,006
     SGOL132,453-12,459$2,006
SCHWAB STRATEGIC TR 58,142 -1,856 $1,903
     SCHH58,142-1,856$1,903
APPLE INC 7,028 +795 $1,787
     AAPL7,028+795$1,787
SCHWAB STRATEGIC TR 32,081 -7,711 $1,741
     SCHZ32,081-7,711$1,741
SCHWAB STRATEGIC TR 82,186 -7,552 $1,700
     SCHE82,186-7,552$1,700
ALPHABET INC 1,433 UNCH $1,666
     GOOG1,433UNCH$1,666
INVESCO CURRENCYSHARES JAPAN (FXY) 15,222 +469 $1,342
     FXY15,222+469$1,342
SELECT SECTOR SPDR TR (XLK) 14,956 -2,718 $1,202
     XLK14,956-2,718$1,202
MICROSOFT CORP 7,382 +3,014 $1,164
     MSFT7,382+3,014$1,164
SELECT SECTOR SPDR TR (XLV) 12,411 +12,411 $1,099
     XLV12,411+12,411$1,099
FIRST TR EXCHANGE TRADED FD (FDN) 8,858 -351 $1,095
     FDN8,858-351$1,095
DBX ETF TR (HYLB) 24,110 +1,940 $1,062
     HYLB24,110+1,940$1,062
VISA INC 5,950 -163 $958
     V5,950-163$958
SPDR SER TR (XAR) 12,485 +798 $949
     XAR12,485+798$949
MASTERCARD INC 3,865 -172 $933
     MA3,865-172$933
BOEING CO 6,176 +6,176 $921
     BA6,176+6,176$921
ADOBE INC 2,607 -165 $829
     ADBE2,607-165$829
WALMART INC 6,716 +675 $766
     WMT6,716+675$766
FACEBOOK INC 4,460 +505 $744
     FB4,460+505$744
FIRST TR EXCHANGE TRADED FD (FTSM) 11,695 +635 $690
     FTSM11,695+635$690
DISNEY WALT CO 6,981 +3,876 $674
     DIS6,981+3,876$674
SCHWAB STRATEGIC TR 8,429 -632 $671
     SCHG8,429-632$671
FEDEX CORP 5,413 +2,645 $658
     FDX5,413+2,645$658
SCHWAB STRATEGIC TR 14,067 +464 $622
     SCHV14,067+464$622
ISHARES TR (MBB) 5,619 -444 $620
     MBB5,619-444$620
T MOBILE US INC 6,967 +2,087 $584
     TMUS6,967+2,087$584
DOCUSIGN INC 6,192 -1,440 $572
     DOCU6,192-1,440$572
COSTCO WHSL CORP NEW 1,988 +721 $566
     COST1,988+721$566
VERIZON COMMUNICATIONS INC 10,545 +5,274 $566
     VZ10,545+5,274$566
INTUIT 2,290 +460 $526
     INTU2,290+460$526
ISHARES TR (EFAV) 8,267 -31,416 $512
     EFAV8,267-31,416$512
NETFLIX INC 1,358 +333 $509
     NFLX1,358+333$509
SCHWAB STRATEGIC TR 11,042 -2,465 $496
     SCHD11,042-2,465$496
ISHARES TR (IGV) 2,355 +275 $495
     IGV2,355+275$495
UNITED PARCEL SERVICE INC 4,901 +4,901 $457
     UPS4,901+4,901$457
SOUTHWEST AIRLS CO 12,472 +12,472 $444
     LUV12,472+12,472$444
PAYPAL HLDGS INC 4,475 +677 $428
     PYPL4,475+677$428
ETF MANAGERS TR (IPAY) 11,183 +1,793 $416
     IPAY11,183+1,793$416
SALESFORCE COM INC 2,792 +69 $401
     CRM2,792+69$401
SCHWAB STRATEGIC TR 6,749 -696 $388
     SCHP6,749-696$388

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

See Details: Top 10 Stocks Held By WT Wealth Management

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