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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Price Wealth, LLC INSTITUTION : Price Wealth, LLC
Price Wealth, LLC Portfolio (reported on 2020-04-16)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC CL B    (COM) BRK/B 41,115,000 224,880 14.91%
SPDR S&P 500 ETF TR TR UNIT    (UIE) SPY 27,730,000 107,586 10.05%
ISHARES TR CORE S&P500 ETF    (UIE) IVV 17,709,000 68,532 6.42%
ISHARES TR MSCI EMG MKT ETF    (UIE) EEM 16,833,000 493,202 6.10%
VANGUARD SPECIALIZED FUNDS DIV APP ETF    (UIE) VIG 15,085,000 145,908 5.47%
VANGUARD INDEX FDS SMALL CP ETF    (UIE) VB 13,107,000 113,542 4.75%
ISHARES TR CORE S&P SCP ETF    (UIE) IJR 12,417,000 221,306 4.50%
VANGUARD INDEX FDS REAL ESTATE ETF    (UIE) VNQ 12,385,000 177,311 4.49%
ISHARES TR MSCI EAFE ETF    (UIE) EFA 12,027,000 224,980 4.36%
ISHARES TR EAFE SML CP ETF    (UIE) SCZ 10,875,000 242,585 3.94%
SCHWAB STRATEGIC TR US LCAP VA ETF    (UIE) SCHV 8,393,000 189,577 3.04%
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF    (UIE) VEA 8,096,000 242,819 2.93%
VANGUARD INDEX FDS MID CAP ETF    (UIE) VO 5,551,000 42,162 2.01%
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF    (UIE) VWO 4,854,000 144,676 1.76%
ISHARES TR S&P 100 ETF    (UIE) OEF 4,686,000 39,503 1.69%
SILICON LABORATORIES INC    (COM) SLAB 3,831,000 44,850 1.38%
ISHARES TR MSCI MIN VOL ETF    (UIE) USMV 3,768,000 69,764 1.36%
AMAZON COM INC    (COM) AMZN 3,383,000 1,735 1.22%
ISHARES TR CORE S&P MCP ETF    (UIE) IJH 3,154,000 21,926 1.14%
ISHARES TR RUSSELL 2000 ETF    (UIE) IWM 3,038,000 26,543 1.10%
APPLE INC    (COM) AAPL 2,683,000 10,550 0.97%
WISDOMTREE TR ITL HDG QTLY DIV    (UIE) IHDG 2,421,000 79,958 0.87%
ISHARES INC CORE MSCI EMKT    (UIE) IEMG 2,382,000 58,868 0.86%
ISHARES TR MIN VOL EAFE ETF    (UIE) EFAV 2,154,000 34,713 0.78%
ALIBABA GROUP HLDG LTD ADS    (COM) BABA 2,092,000 10,758 0.75%
SCHWAB STRATEGIC TR US DIVIDEND EQ    (UIE) SCHD 2,051,000 45,591 0.74%
VANGUARD INDEX FDS S&P 500 ETF SHS    (UIE) VOO 1,962,000 8,285 0.71%
ISHARES TR U.S. REAL ES ETF    (UIE) IYR 1,935,000 27,816 0.70%
VANECK VECTORS ETF TR GOLD MINERS ETF    (UIE) GDX 1,932,000 83,866 0.70%
UNITEDHEALTH GROUP INC    (COM) UNH 1,189,000 4,766 0.43%
DOLLAR GEN CORP    (COM) DG 895,000 5,927 0.32%
EXXON MOBIL CORP    (COM) XOM 867,000 22,824 0.31%
HONEYWELL INTL INC    (COM) HON 819,000 6,125 0.29%
QUEST DIAGNOSTICS INC    (COM) DGX 811,000 10,101 0.29%
MASCO CORP    (COM) MAS 794,000 22,965 0.28%
BOOKING HLDGS INC    (COM) 740,000 550 0.26%
WISDOMTREE TR INTL SMCAP DIV    (UIE) DLS 739,000 15,380 0.26%
CHUBB LIMITED    (COM) CB 690,000 6,174 0.25%
UNILEVER PLC ADR    (COM) UL 685,000 13,537 0.24%
JPMORGAN CHASE & CO    (COM) JPM 654,000 7,266 0.23%
TJX COS INC    (COM) TJX 652,000 13,640 0.23%
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT    (UIE) 649,000 7,726 0.23%
SCHWAB CHARLES CORP    (COM) SCHW 626,000 18,605 0.22%
PEPSICO INC    (COM) PEP 612,000 5,096 0.22%
COMCAST CORP CL A    (COM) CMCSA 607,000 17,669 0.22%
DOLLAR TREE INC    (COM) DLTR 599,000 8,159 0.21%
NORTHERN TR CORP    (COM) NTRS 595,000 7,887 0.21%
OMNICOM GROUP INC    (COM) OMC 593,000 10,794 0.21%
ALPHABET INC CAP STK CL C    (COM) GOOG 593,000 510 0.21%
EATON CORP PLC SHS    (COM) ETN 587,000 7,553 0.21%
SMITH & NEPHEW GROUP PLC SPDN ADR    (COM) SNN 587,000 16,370 0.21%
EXPEDITORS INTL WASH INC    (COM) EXPD 563,000 8,445 0.20%
KONINKLIJKE PHILIPS N V NY REG SH    (COM) PHG 557,000 13,875 0.20%
PACCAR INC    (COM) PCAR 525,000 8,593 0.19%
ACCENTURE PLC IRELAND CLASS A    (COM) ACN 474,000 2,905 0.17%
PPG INDS INC    (COM) PPG 471,000 5,628 0.17%
SCHWAB STRATEGIC TR US SML CAP ETF    (UIE) SCHA 456,000 8,852 0.16%
SOUTHWEST AIRLS CO    (COM) LUV 437,000 12,271 0.15%
HD SUPPLY HLDGS INC    (COM) 426,000 14,975 0.15%
TE CONNECTIVITY LTD REG SHS    (COM) TEL 390,000 6,195 0.14%
ISHARES TR MSCI ACWI ETF    (UIE) ACWI 375,000 5,986 0.13%
FACEBOOK INC CL A    (COM) FB 373,000 2,234 0.13%
NICHOLAS FINANCIAL INC    (COM) NICK 350,000 60,000 0.12%
INVESCO QQQ TR UNIT SER 1    (UIE) 346,000 1,818 0.12%
MERCK & CO. INC    (COM) MRK 337,000 4,375 0.12%
ISHARES TR RUS 1000 ETF    (UIE) IWB 310,000 2,190 0.11%
GULFPORT ENERGY CORP    (COM) GPOR 278,000 625,500 0.10%
SCHLUMBERGER LTD    (COM) SLB 252,000 18,711 0.09%
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF    (UIE) 248,000 3,945 0.08%
EMERSON ELEC CO    (COM) EMR 208,000 4,359 0.07%
TENCENT MUSIC ENTMT GROUP ADS    (COM) 205,000 20,381 0.07%
MICROSOFT CORP    (COM) MSFT 198,000 1,256 0.07%
COLGATE PALMOLIVE CO    (COM) CL 192,000 2,897 0.06%
DATADOG INC CL A    (COM) 191,000 5,302 0.06%
PELOTON INTERACTIVE INC CL A    (COM) 173,000 6,520 0.06%
PERMIAN BASIN RTY TR UNIT BEN INT    (COM) PBT 160,000 56,820 0.05%
JOHNSON & JOHNSON    (COM) JNJ 153,000 1,169 0.05%
PINTEREST INC CL A    (COM) 142,000 9,176 0.05%
SPOTIFY TECHNOLOGY S A SHS    (COM) 130,000 1,070 0.04%
WELLS FARGO CO    (COM) WFC 129,000 4,480 0.04%
BK OF AMERICA CORP    (COM) BAC 110,000 5,195 0.03%
VANGUARD INDEX FDS VALUE ETF    (UIE) VTV 102,000 1,143 0.03%
EASTGROUP PPTY INC    (COM) EGP 94,000 900 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 89,000 800 0.03%
LANDMARK INFRASTRUCTURE LP UNIT LTD    (COM ) LMRK 83,000 7,837 0.03%
UBER TECHNOLOGIES INC    (COM) 82,000 2,927 0.02%
PIMCO ETF TR ENHAN SHRT MA AC    (UIE) MINT 73,000 738 0.02%
ALPHABET INC CAP STK CL A    (COM) GOOGL 72,000 62 0.02%
PFIZER INC    (COM) PFE 65,000 1,989 0.02%
VANGUARD WHITEHALL FDS INTL DVD ETF    (UIE) 65,000 1,113 0.02%
PAYPAL HLDGS INC    (COM) PYPL 64,000 664 0.02%
VANECK VECTORS ETF TR JP MORGAN MKTS    (UIE) 63,000 2,215 0.02%
ISHARES TR RUS MID CAP ETF    (UIE) IWR 62,000 1,435 0.02%
INTUIT    (COM) INTU 61,000 266 0.02%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 60,000 211 0.02%
SELECT SECTOR SPDR TR SBI INT-UTILS    (UIE) XLU 60,000 1,080 0.02%
AT&T INC    (COM) T 59,000 2,032 0.02%
SSGA ACTIVE ETF TR SPDR TR TACTIC    (UIE) TOTL 58,000 1,218 0.02%
UNION PAC CORP    (COM) UNP 58,000 409 0.02%
VERIZON COMMUNICATIONS INC    (COM) VZ 56,000 1,045 0.02%
VANGUARD INDEX FDS GROWTH ETF    (UIE) VUG 54,000 343 0.01%
KRANESHARES TR CSI CHI INTERNET    (UIE) KWEB 53,000 1,164 0.01%
WISDOMTREE TR EUROPE HEDGED EQ    (UIE) HEDJ 50,000 979 0.01%
GLAXOSMITHKLINE PLC ADR    (COM) GSK 50,000 1,321 0.01%
ALLIANT ENERGY CORP    (COM) LNT 48,000 1,000 0.01%
REPUBLIC SVCS INC    (COM) RSG 47,000 626 0.01%
FIRST REP BK SAN FRANCISCO C    (COM) FRC 46,000 560 0.01%
CHARTER COMMUNICATIONS INC N CL A    (COM) CHTR 44,000 100 0.01%
ISHARES INC MSCI JPN ETF    (UIE) 44,000 885 0.01%
LAUDER ESTEE COS INC CL A    (COM) EL 42,000 262 0.01%
WISDOMTREE TR YIELD ENHANCD US    (UIE) 40,000 782 0.01%
EXPEDIA GROUP INC    (COM) EXPE 39,000 698 0.01%
MARATHON PETE CORP    (COM) MPC 39,000 1,661 0.01%
DISNEY WALT CO DISNEY    (COM ) DIS 37,000 388 0.01%
AIR PRODS & CHEMS INC    (COM) APD 37,000 186 0.01%
ADOBE INC    (COM) ADBE 36,000 114 0.01%
SPDR INDEX SHS FDS EURO STOXX 50    (UIE) FEZ 34,000 1,150 0.01%
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP    (UIE) MDY 30,000 115 0.01%
DEERE & CO    (COM) DE 30,000 217 0.01%
CITIGROUP INC    (COM) C 27,000 634 0.00%
KROGER CO    (COM) KR 23,000 763 0.00%
ISHARES TR DEVSMCP EXNA ETF    (UIE) IFSM 23,000 587 0.00%
RAYTHEON CO    (COM) RTN 22,000 165 0.00%
COCA COLA CO    (COM) KO 22,000 500 0.00%
PROCTER & GAMBLE CO    (COM) PG 21,000 192 0.00%
ISHARES TR JPMORGAN USD EMG    (UIE) EMB 20,000 209 0.00%
AMGEN INC    (COM) AMGN 20,000 98 0.00%
T MOBILE US INC    (COM) TMUS 20,000 244 0.00%
GENERAL MLS INC    (COM) GIS 19,000 352 0.00%
WALMART INC    (COM) WMT 19,000 167 0.00%
US BANCORP    (COM) USB 18,000 517 0.00%
SPDR INDEX SHS FDS PORTFOLIO EMG MK    (UIE) GMM 16,000 556 0.00%
CVS HEALTH CORP    (COM) CVS 16,000 268 0.00%
VISA INC CL A    (COM) V 16,000 100 0.00%
CHEVRON CORP    (COM) CVX 15,000 209 0.00%
MEDTRONIC PLC SHS    (COM) MDT 15,000 168 0.00%
INTL PAPER CO    (COM) IP 15,000 477 0.00%
NVIDIA CORP    (COM) NVDA 14,000 52 0.00%
SYSCO CORP    (COM) SYY 14,000 306 0.00%
EDWARDS LIFESCIENCES CORP    (COM) EW 14,000 75 0.00%
GENERAL ELECTRIC CO    (COM) GE 13,000 1,635 0.00%
WATSCO INC    (COM) WSO 13,000 82 0.00%
CYRUSONE INC    (COM) CONE 13,000 217 0.00%
VANGUARD INDEX FDS TOTAL STK MKT    (UIE) VTI 13,000 104 0.00%
ISHARES INC MIN VOL EMRG MKT    (UIE) EEMV 13,000 283 0.00%
ISHARES INC MSCI JAPN SMCETF    (UIE) SCJ 12,000 200 0.00%
3M CO    (COM) MMM 12,000 89 0.00%
GILEAD SCIENCES INC    (COM) GILD 12,000 163 0.00%
NEXTERA ENERGY INC    (COM) NEE 12,000 48 0.00%
INTERPUBLIC GROUP COS INC    (COM) IPG 11,000 649 0.00%
ABBVIE INC    (COM) ABBV 11,000 143 0.00%
INTEL CORP    (COM) INTC 11,000 210 0.00%
TRAVELERS COMPANIES INC    (COM) TRV 10,000 100 0.00%
UBS GROUP AG SHS    (COM) UBS 10,000 1,093 0.00%
HOME DEPOT INC    (COM) HD 10,000 52 0.00%
MASTERCARD INC CL A    (COM) MA 10,000 43 0.00%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 9,000 92 0.00%
PULTE GROUP INC    (COM) PHM 9,000 388 0.00%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 9,000 200 0.00%
AMERICAN INTL GROUP INC    (COM) AIG 9,000 385 0.00%
WERNER ENTERPRISES INC    (COM) WERN 9,000 257 0.00%
ALLERGAN PLC SHS    (COM) AGN 9,000 49 0.00%
WEC ENERGY GROUP INC    (COM) 8,000 95 0.00%
BLACK KNIGHT INC    (COM) 8,000 146 0.00%
AMERICOLD RLTY TR    (COM) 8,000 237 0.00%
KLA CORPORATION    (COM) KLAC 8,000 54 0.00%
ANALOG DEVICES INC    (COM) ADI 8,000 90 0.00%
MGM RESORTS INTERNATIONAL    (COM) MGM 8,000 672 0.00%
JEFFERIES FINL GROUP INC    (COM) 8,000 618 0.00%
3-D SYS CORP    (COM) TDSC 8,000 1,000 0.00%
RESMED INC    (COM) RMD 8,000 51 0.00%
BROWN & BROWN INC    (COM) BRO 8,000 234 0.00%
MICRON TECHNOLOGY INC    (COM) MU 8,000 196 0.00%
DELTA AIR LINES INC    (COM) DAL 8,000 267 0.00%
PRA HEALTH SCIENCES INC    (COM) PRAH 8,000 94 0.00%
TARGET CORP    (COM) TGT 7,000 71 0.00%
KRAFT HEINZ CO    (COM) KHC 7,000 302 0.00%
CMS ENERGY CORP    (COM) CMS 7,000 126 0.00%
COUSINS PPTYS INC    (COM) 7,000 239 0.00%
NETFLIX INC    (COM) NFLX 7,000 18 0.00%
VEREIT INC    (COM) 7,000 1,525 0.00%
SCHWAB STRATEGIC TR INTL EQTY ETF    (UIE) SCHF 7,000 275 0.00%
IDEXX LABS INC    (COM) IDXX 7,000 28 0.00%
CARDINAL HEALTH INC    (COM) CAH 7,000 143 0.00%
BAXTER INTL INC    (COM) BAX 7,000 90 0.00%
SMUCKER J M CO    (COM) SJM 7,000 62 0.00%
TAPESTRY INC    (COM) 7,000 511 0.00%
EVERSOURCE ENERGY    (COM) ES 7,000 89 0.00%
ENTERGY CORP    (COM) ETR 7,000 70 0.00%
FIRST SOLAR INC    (COM) FSLR 6,000 159 0.00%
NCR CORP    (COM) NCR 6,000 325 0.00%
WILLIAMS COS INC    (COM) WMB 6,000 432 0.00%
COLUMBIA SPORTSWEAR CO    (COM) COLM 6,000 80 0.00%
AVALONBAY CMNTYS INC    (COM) AVB 6,000 43 0.00%
COOPER COS INC    (COM) COO 6,000 23 0.00%
INTUITIVE SURGICAL INC    (COM) ISRG 6,000 12 0.00%
STERIS PLC SHS USD    (COM) 6,000 45 0.00%
YETI HLDGS INC    (COM) 6,000 316 0.00%
L3HARRIS TECHNOLOGIES INC    (COM) 5,000 28 0.00%
HOST HOTELS & RESORTS INC    (COM) HST 5,000 483 0.00%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 275,739,000 SEC FILING
* Portfolios do not reflect changes after reporting
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