5T WEALTH, LLC 13F Portfolio
5T WEALTH, LLC runs 5T WEALTH, LLC and currently holds 134 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $268.53M. Their top holdings are BBUS, IUSB, IVV, QUAL, JCPB. The top five represent 24.5% of reported portfolio weight. 5T WEALTH, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, 5T WEALTH, LLC initiated 1 new position. They added to 33 existing positions. They trimmed 62 positions. Their current best-performing preview position is TER with returns of +63.21%.
Portfolio Value
$268.53M
Alpha Score
23.0
#0 of 1000
Holdings
134
5T WEALTH, LLC Current 13F Holdings
Reported holdings from 5T WEALTH, LLC's latest SEC 13F filing, ranked by portfolio weight.
134 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BBUS J P MORGAN EXCHANGE TRADED F | 6.65% | $110.62 | $140.58 | +27.08% | Added +1.98% |
 IUSB ISHARES TR | 6.40% | $45.32 | $44.14 | -2.60% | Added +3.35% |
 IVV ISHARES TR | 4.11% | $630.91 | $781.99 | +23.95% | Added +29.94% |
 QUAL ISHARES TR | 4.01% | $178.54 | $227.05 | +27.17% | Trimmed -16.46% |
 JCPB J P MORGAN EXCHANGE TRADED F | 3.36% | $46.73 | $44.74 | -4.26% | Added +1.19% |
 CGGR CAPITAL GROUP GROWTH ETF | 2.91% | $38.71 | $48.40 | +25.03% | Added +4.85% |
 DYNF BLACKROCK ETF TRUST | 2.60% | $52.90 | $70.40 | +33.08% | Trimmed -3.89% |
 IVE ISHARES TR | 2.54% | $194.46 | $233.04 | +19.84% | Trimmed -2.86% |
CO CORO BLACKROCK ETF TRUST | 2.22% | $32.15 | $36.17 | +12.50% | Trimmed -0.87% |
 JPST J P MORGAN EXCHANGE TRADED F | 2.18% | $50.63 | $50.29 | -0.67% | Trimmed -9.32% |
Showing 1-10 of 134