Ten Capital Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2023 - Jul 31, 2023
Value $
$344M
Signature - Title
Rod Ehrlich - Consultant
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by Ten Capital Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ten Capital Wealth Advisors, LLC reported 200 stock holdings with total value $344M as of Q2 2023. Top holdings included JAAA, FIXD, GSLC, JEPI, and DGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 200 $344M +$44.3M -$16.6M +$27.7M JAAA, FIXD, GSLC, JEPI, DGRO 13F-HR 7/31/2023, 03:53 PM
Q1 2023 560 $308M +$85.3M -$35.9M +$49.5M JAAA, FIXD, JEPI, GSLC, RDVY 13F-HR 5/4/2023, 04:09 PM
Q4 2022 586 $249M +$19.5M -$6.03M +$13.5M FVD, GSLC, JEPI, RDVY, DGRO 13F-HR 2/9/2023, 06:01 PM
Q3 2022 548 $220M +$11.6M -$8.13M +$3.45M FVD, GSLC, JEPI, RDVY, DGRO 13F-HR 11/9/2022, 10:48 AM
Q2 2022 453 $230M +$28.3M -$6M +$22.3M FVD, GSLC, RDVY, JEPI, DGRO 13F-HR 8/8/2022, 06:38 PM
Q1 2022 471 $239M +$46.3M -$37.4M +$8.9M GSLC, FVD, JEPI, DGRO, RDVY 13F-HR 5/9/2022, 01:01 PM
Q4 2021 466 $245M +$22.5M -$3.8M +$18.7M FPX, GSLC, FVD, DGRO, RDVY 13F-HR 1/28/2022, 12:06 PM
Q3 2021 423 $214M +$24M -$231M -$207M FPX, GSLC, FVD, DGRO, RDVY 13F-HR 11/12/2021, 04:24 PM
Q2 2021 469 $441M +$32.3M -$21.2M +$11.1M FPX, FVD, GSLC, XLK, DGRO 13F-HR 8/11/2021, 06:49 PM
Q1 2021 351 $410M +$79.5M -$43.2M +$36.3M FPX, FVD, GSLC, XLK, DGRO 13F-HR 5/13/2021, 01:38 PM
Q4 2020 361 $358M +$45M -$11.7M +$33.2M FPX, FVD, XLK, VNLA, GSLC 13F-HR 2/16/2021, 01:57 PM
Q3 2020 107 $297M $0 $0 FPX, XLK, FVD, VNLA, GSY 13F-HR 11/16/2020, 02:04 PM