CP
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Corbenic Partners LLC13F | |
| Corbenic Partners LLC | |
| Last update 2022-07-25 | 230 Stocks (2 new) |
| Value $380.00 Mil | Turnover 13 % |
| Portfolio Report | |
Corbenic Partners LLC Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | PowerShares QQQ Trust Ser 1 | 238,459 | 66961.000 | -5.12% | 17.640 | -1.02% | 0.040 | +14.73% | +25.53% | 310737.140 | ||
DGRO | iShares Core Dividend Growth ETF | 1,076,443 | 51282.000 | -0.35% | 13.510 | -0.04% | 0.230 | +8.93% | +19.19% | 31113.978 | ||
SCHD | Schwab US Dividend Equity ETF | 450,103 | 32241.000 | +213.50% | 8.490 | +5.78% | 0.090 | +8.75% | +14.58% | 65461.988 | ||
VIG | Vanguard Dividend Appreciation FTF | 160,878 | 23081.000 | -1.86% | 6.080 | -0.11% | 0.040 | +9.56% | +19.17% | 85497.675 | ||
MCD | McDonald's Corp | 90,799 | 22417.000 | -0.62% | 5.900 | -0.03% | 0.010 | +10.93% | +2.70% | 214247.790 | Restaurants | |
SCHE | Schwab Emerging Markets Equity ETF | 458,562 | 11638.000 | +180,436.22% | 3.070 | +3.07% | 0.140 | +8.03% | +15.01% | 9516.638 | ||
MUB | iShares National Muni Bond ETF | 102,396 | 10891.000 | +219.04% | 2.870 | +1.97% | 0.040 | -0.03% | -0.89% | 39801.006 | ||
JPM | JPMorgan Chase & Co | 88,956 | 10017.000 | +7.74% | 2.640 | +0.19% | 0.000 | +16.91% | +42.72% | 667179.375 | Banks | |
AAPL | Apple Inc | 70,727 | 9670.000 | +0.33% | 2.550 | +0.01% | 0.000 | +6.64% | +18.46% | 3430687.190 | Hardware | |
IBM | International Business Machines Corp | 67,685 | 9556.000 | +4.32% | 2.520 | +0.10% | 0.010 | +12.03% | +34.46% | 197615.162 | Software |
Corbenic Partners LLC's Historical Top Holdings Breakdowns
Corbenic Partners LLC Total Holding History ($B)
Corbenic Partners LLC's Asset Allocation
Corbenic Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Corbenic Partners LLC's Hypothetical Growth since 2022-06-30
Corbenic Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Corbenic Partners LLC's Holdings Heat Map
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Corbenic Partners LLC's Holdings Bubble Chart
Corbenic Partners LLC News
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