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Ahrens Investment Partners LLC

13F
Ahrens Investment Partners LLC
Last update 2023-04-24 1017 Stocks (841 new)
Value $202.00 Mil Turnover 14 %
Countries:
Top Holdings: MOAT(4.79%)FVD(4.37%)USMV(3.89%)AAPL(3.65%)FDLO(2.87%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ahrens Investment Partners LLC... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT 		VanEck Morningstar Wide Moat ETF
130,665
9647.020
-10.40%
4.790
-0.45%
0.120
-4.35%
+0.14%
15168.415
 
MOAT 		VanEck Morningstar Wide Moat ETF
130,665
9647.020
-10.40%
4.790
-0.45%
0.120
-4.35%
+0.14%
15168.415
 
FVD 		First Trust Value Line Dividend Index Fund
219,286
8806.510
-5.02%
4.370
-0.21%
0.070
-4.35%
-0.27%
9228.019
 
FVD 		First Trust Value Line Dividend Index Fund
219,286
8806.510
-5.02%
4.370
-0.21%
0.070
-4.35%
-0.27%
9228.019
 
USMV 		iShares MSCI USA Min Vol Factor ETF
107,915
7849.770
+19.71%
3.890
+0.64%
0.030
-3.32%
+0.44%
22516.674
 
AAPL 		Apple Inc
44,647
7362.240
-6.00%
3.650
-0.17%
0.000
+1.92%
-4.93%
3577059.088
Hardware
FDLO 		Fidelity Low Volatility Factor ETF
121,834
5784.680
-14.60%
2.870
-0.44%
1.170
-1.86%
+0.20%
1336.777
 
IHI 		iShares U.S. Medical Devices ETF
104,322
5631.320
-18.74%
2.790
-0.57%
0.090
+3.25%
+3.89%
4810.140
 
GLD 		SPDR Gold Shares ETF
28,706
5259.510
-10.05%
2.610
-0.25%
0.010
+1.20%
+2.79%
75984.256
 
TLT 		iShares 20+ Year Treasury Bond ETF
49,223
5235.880
-12.28%
2.600
-0.31%
0.010
-8.59%
-0.65%
50806.120
 

Ahrens Investment Partners LLC's Historical Top Holdings Breakdowns

Ahrens Investment Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LHCG LHC Group Inc2023-03-31Sold Out
-5.11%
●
156.74 ($163.74) 169.81
$169.81
3.71%
Sold Out
0
-69,587
PEY 		Invesco High Yield Equity Dividend Achievers ETF2023-03-31Reduce
-1.02%
●
18.83 ($20.46) 21.61
$21.52
5.17%
Reduce -49.74%
109,989
-108,844
PEY 		Invesco High Yield Equity Dividend Achievers ETF2023-03-31Reduce
-1.02%
●
18.83 ($20.46) 21.61
$21.52
5.17%
Reduce -49.74%
109,989
-108,844
VWOB 		Vanguard Emerging Markets Government Bond ETF2023-03-31Reduce
-0.88%
●
59.95 ($61.55) 63.78
$63.60
3.33%
Reduce -51.09%
30,307
-31,652
VWOB 		Vanguard Emerging Markets Government Bond ETF2023-03-31Reduce
-0.88%
●
59.95 ($61.55) 63.78
$63.60
3.33%
Reduce -51.09%
30,307
-31,652
DIVZ 		TrueShares Low Volatility Equity Income ETF2023-03-31Reduce
-0.84%
●
26.74 ($28.33) 29.29
$32.37
14.26%
Reduce -72.07%
24,675
-63,675
DIVZ 		TrueShares Low Volatility Equity Income ETF2023-03-31Reduce
-0.84%
●
26.74 ($28.33) 29.29
$32.37
14.26%
Reduce -72.07%
24,675
-63,675
PXD Pioneer Natural Resources Co2023-03-31Reduce
-0.76%
●
181.85 ($214.93) 241.45
$269.62
25.45%
Reduce -68.03%
3,458
-7,359
PXD Pioneer Natural Resources Co2023-03-31Reduce
-0.76%
●
181.85 ($214.93) 241.45
$269.62
25.45%
Reduce -68.03%
3,458
-7,359
JOET 		Virtus Terranova U.S. Quality Momentum ETF2023-03-31Reduce
-0.75%
●
26.19 ($27.39) 28.28
$38.75
41.47%
Reduce -24.58%
188,978
-61,578

Ahrens Investment Partners LLC Total Holding History ($B)

To

Ahrens Investment Partners LLC's Asset Allocation

To

Ahrens Investment Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ahrens Investment Partners LLC's Hypothetical Growth since 2023-03-31

Ahrens Investment Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ahrens Investment Partners LLC's Holdings Heat Map

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Ahrens Investment Partners LLC's Holdings Bubble Chart

Ahrens Investment Partners LLC News

  • 1

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