Biltmore Wealth Management, LLC Concentrated Active

CIK: 0001598102 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 9, 2019

Total Value ($000): $204,857 (100.0% shares, 0.0% debt)

Holdings (49)

SHM SPDR SERIES TRUST 31.9%
Value ($000) $65,271 Shares 1,332,324 Est. Cost $48.50 Unrealized
XLK SELECT SECTOR SPDR TR 8.6%
Value ($000) $17,561 Shares 218,066 Est. Cost $64.36 Unrealized
XLI SELECT SECTOR SPDR TR 8.3%
Value ($000) $16,937 Shares 218,170 Est. Cost $70.99 Unrealized
XLY SELECT SECTOR SPDR TR 7.6%
Value ($000) $15,511 Shares 128,512 Est. Cost $104.13 Unrealized
XLV SELECT SECTOR SPDR TR 7.5%
Value ($000) $15,286 Shares 169,596 Est. Cost $84.43 Unrealized
SHY ISHARES TR 6.2%
Value ($000) $12,658 Shares 149,232 Est. Cost $84.32 Unrealized
XLP SELECT SECTOR SPDR TR 4.2%
Value ($000) $8,630 Shares 140,504 Est. Cost $53.05 Unrealized
XLU SELECT SECTOR SPDR TR 3.8%
Value ($000) $7,702 Shares 118,973 Est. Cost $52.68 Unrealized
XLE SELECT SECTOR SPDR TR 3.3%
Value ($000) $6,696 Shares 113,104 Est. Cost $66.36 Unrealized
XLB SELECT SECTOR SPDR TR 3.1%
Value ($000) $6,451 Shares 110,846 Est. Cost $52.38 Unrealized
XLC SELECT SECTOR SPDR TR 2.6%
Value ($000) $5,317 Shares 107,363 Est. Cost $48.11 Unrealized
GLD SPDR GOLD TRUST 2.2%
Value ($000) $4,506 Shares 32,450 Est. Cost $122.01 Unrealized
PGX INVESCO EXCHNG TRADED FD TR 1.9%
Value ($000) $3,873 Shares 257,853 Est. Cost $14.54 Unrealized
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $1,433 Shares 7,201 Est. Cost $158.71 Unrealized +10.9%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,221 Shares 27,084 Est. Cost $33.24 Unrealized +12.8%
HCA HCA HEALTHCARE INC 0.6%
Value ($000) $1,205 Shares 10,008 Est. Cost $121.81 Unrealized +0.5%
ELV ANTHEM INC 0.6%
Value ($000) $1,148 Shares 4,781 Est. Cost $253.89 Unrealized -1.0%
EQIX EQUINIX INC 0.4%
Value ($000) $850 Shares 1,474 Est. Cost $367.97 Unrealized +29.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.4%
Value ($000) $747 Shares 4,847 Est. Cost $103.67 Unrealized +11.5%
CBT CABOT CORP 0.3%
Value ($000) $668 Shares 14,742 Est. Cost $36.89 Unrealized 0.0%
HAS HASBRO INC 0.3%
Value ($000) $621 Shares 5,235 Est. Cost $67.52 Unrealized +32.5%
AMZN AMAZON COM INC 0.3%
Value ($000) $578 Shares 333 Est. Cost $77.56 Unrealized +19.6%
APTIV PLC 0.3%
Value ($000) $570 Shares 6,520 Est. Cost $79.45 Unrealized
KMX CARMAX INC 0.3%
Value ($000) $536 Shares 6,095 Est. Cost $78.21 Unrealized +9.7%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $490 Shares 2,348 Est. Cost $180.55 Unrealized 0.0%
MAS MASCO CORP 0.2%
Value ($000) $483 Shares 11,589 Est. Cost $31.91 Unrealized +13.1%
AME AMETEK INC NEW 0.2%
Value ($000) $481 Shares 5,240 Est. Cost $72.56 Unrealized +16.5%
RAYTHEON CO 0.2%
Value ($000) $481 Shares 2,454 Est. Cost $182.12 Unrealized
VFC V F CORP 0.2%
Value ($000) $462 Shares 5,191 Est. Cost $86.13 Unrealized -0.8%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $459 Shares 4,943 Est. Cost $40.19 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $444 Shares 2,624 Est. Cost $121.16 Unrealized +15.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $441 Shares 11,678 Est. Cost $34.29 Unrealized +3.7%
ITT ITT INC 0.2%
Value ($000) $401 Shares 6,552 Est. Cost $61.08 Unrealized -1.2%
PVH PVH CORP 0.2%
Value ($000) $391 Shares 4,432 Est. Cost $106.59 Unrealized -22.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $378 Shares 3,884 Est. Cost $77.62 Unrealized +19.4%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $376 Shares 2,830 Est. Cost $93.46 Unrealized +25.3%
FLEETCOR TECHNOLOGIES INC 0.2%
Value ($000) $375 Shares 1,308 Est. Cost $246.83 Unrealized
V VISA INC 0.2%
Value ($000) $372 Shares 2,163 Est. Cost $156.33 Unrealized +8.9%
FISV FISERV INC 0.2%
Value ($000) $368 Shares 3,549 Est. Cost $87.63 Unrealized +16.5%
GPN GLOBAL PMTS INC 0.2%
Value ($000) $347 Shares 2,180 Est. Cost $141.70 Unrealized +9.7%
TE CONNECTIVITY LTD 0.2%
Value ($000) $341 Shares 3,659 Est. Cost $81.26 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $341 Shares 2,359 Est. Cost $115.78 Unrealized +0.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $330 Shares 3,189 Est. Cost $95.12 Unrealized +15.5%
T AT&T INC 0.1%
Value ($000) $284 Shares 7,508 Est. Cost $12.20 Unrealized +39.3%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $222 Shares 2,607 Est. Cost $62.46 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $214 Shares 3,036 Est. Cost $55.80 Unrealized -3.6%
BA BOEING CO 0.1%
Value ($000) $212 Shares 556 Est. Cost $375.20 Unrealized -6.1%
PUMP PROPETRO HLDG CORP 0.1%
Value ($000) $106 Shares 11,646 Est. Cost $20.61 Unrealized -32.7%
TORCHLIGHT ENERGY RES INC 0.0%
Value ($000) $82 Shares 69,444 Est. Cost $1.15 Unrealized