Concentrum Wealth Management Diversified Active

CIK: 0001765387 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 29, 2021

Total Value ($000): $132,425 (100.0% shares, 0.0% debt)

Holdings (53)

META FACEBOOK INC 39.5%
Value ($000) $52,347 Shares 177,731 Est. Cost $143.86 Unrealized +85.9%
QTEC FIRST TR NASDAQ 100 TECH IND 4.3%
Value ($000) $5,696 Shares 39,498 Est. Cost $100.27 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $5,351 Shares 43,809 Est. Cost $92.47 Unrealized +35.2%
ADBE ADOBE SYSTEMS INCORPORATED 3.9%
Value ($000) $5,152 Shares 10,838 Est. Cost $243.60 Unrealized +91.9%
CIBR FIRST TR EXCHANGE TRADED FD 3.8%
Value ($000) $5,075 Shares 121,343 Est. Cost $29.57 Unrealized
USMV ISHARES TR 3.8%
Value ($000) $4,999 Shares 72,253 Est. Cost $59.99 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 3.2%
Value ($000) $4,235 Shares 82,946 Est. Cost $51.55 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 3.0%
Value ($000) $4,035 Shares 90,380 Est. Cost $32.14 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $3,812 Shares 1,232 Est. Cost $87.52 Unrealized +81.1%
TSLA TESLA INC 2.7%
Value ($000) $3,547 Shares 5,310 Est. Cost $106.73 Unrealized +135.2%
QQQ INVESCO QQQ TR 2.4%
Value ($000) $3,173 Shares 9,941 Est. Cost $251.05 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $3,126 Shares 100,234 Est. Cost $31.19 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $2,430 Shares 28,157 Est. Cost $86.30 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $2,189 Shares 108,619 Est. Cost $17.62 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $2,110 Shares 22,037 Est. Cost $50.83 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 1.6%
Value ($000) $2,108 Shares 200,423 Est. Cost $10.52 Unrealized
DBE INVESCO DB MULTI-SECTOR COMM 1.6%
Value ($000) $2,095 Shares 160,438 Est. Cost $13.06 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 1.5%
Value ($000) $2,037 Shares 6,341 Est. Cost $370.76 Unrealized -0.7%
QCLN FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $1,934 Shares 28,190 Est. Cost $70.16 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $1,561 Shares 2,923 Est. Cost $4.93 Unrealized +171.9%
SOXX ISHARES TR 1.1%
Value ($000) $1,453 Shares 3,428 Est. Cost $213.03 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,138 Shares 15,573 Est. Cost $60.17 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $996 Shares 19,829 Est. Cost $33.65 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $964 Shares 8,092 Est. Cost $73.79 Unrealized
BBSI BARRETT BUSINESS SVCS INC 0.7%
Value ($000) $940 Shares 13,656 Est. Cost $14.66 Unrealized +12.1%
GOOG ALPHABET INC 0.6%
Value ($000) $842 Shares 407 Est. Cost $54.59 Unrealized +80.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $748 Shares 3,171 Est. Cost $156.34 Unrealized +42.6%
ARISTA NETWORKS INC 0.4%
Value ($000) $592 Shares 1,961 Est. Cost $207.12 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $572 Shares 8,077 Est. Cost $67.86 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $555 Shares 4,151 Est. Cost $31.70 Unrealized +233.4%
INTC INTEL CORP 0.4%
Value ($000) $501 Shares 7,827 Est. Cost $40.19 Unrealized +34.6%
PTH INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $432 Shares 2,751 Est. Cost $71.14 Unrealized
FS KKR CAP CORP II 0.3%
Value ($000) $394 Shares 20,179 Est. Cost $14.71 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $369 Shares 1,693 Est. Cost $178.96 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $364 Shares 5,181 Est. Cost $55.51 Unrealized +9.2%
ICHR ICHOR HOLDINGS 0.3%
Value ($000) $350 Shares 6,500 Est. Cost $42.56 Unrealized 0.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $344 Shares 167 Est. Cost $67.29 Unrealized +45.6%
MYOVANT SCIENCES LTD 0.2%
Value ($000) $301 Shares 14,610 Est. Cost $16.00 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $293 Shares 450 Est. Cost $32.06 Unrealized +141.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $279 Shares 1,701 Est. Cost $115.73 Unrealized +21.7%
INTU INTUIT 0.2%
Value ($000) $255 Shares 665 Est. Cost $264.89 Unrealized +41.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $245 Shares 1,184 Est. Cost $170.61 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $244 Shares 1,321 Est. Cost $180.17 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $242 Shares 1,057 Est. Cost $241.92 Unrealized +10.3%
EWN ISHARES INC 0.2%
Value ($000) $236 Shares 5,122 Est. Cost $46.08 Unrealized
AAXJ ISHARES TR 0.2%
Value ($000) $235 Shares 2,536 Est. Cost $92.67 Unrealized
EWT ISHARES INC 0.2%
Value ($000) $233 Shares 3,892 Est. Cost $59.87 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.2%
Value ($000) $228 Shares 11,802 Est. Cost $17.18 Unrealized +9.0%
EWY ISHARES INC 0.2%
Value ($000) $226 Shares 2,517 Est. Cost $89.79 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $221 Shares 909 Est. Cost $251.93 Unrealized 0.0%
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $208 Shares 1,513 Est. Cost $122.33 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $207 Shares 5,380 Est. Cost $34.28 Unrealized
FDG AMERICAN CENTY ETF TR 0.2%
Value ($000) $206 Shares 2,792 Est. Cost $74.30 Unrealized