13F Filings History of NEIRG Wealth Management, LLC

Latest 13F report
Q2 2023 - 31 Jul 2023
Value $
$0
Signature - Title
Robert M Cowles - Chief Compliance Officer
Location
North Andover, MA
Summary
This page shows a list of all the recent 13F filings made by NEIRG Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEIRG Wealth Management, LLC reported 141 stock holdings with total value $542,336,732 as of Q2 2023. Top holdings included SGOV, SPY, QQQ, VTV, and VYMI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 0 $0 $0 $0 $0 13F-HR 26 Jan 2024, 15:30
Q3 2023 0 $0 $0 -$542,336,732 -$542,336,732 13F-HR 13 Nov 2023, 10:43
Q2 2023 141 $542,336,732 +$71,195,405 -$119,347,216 -$48,151,811 SGOV, SPY, QQQ, VTV, VYMI 13F-HR 31 Jul 2023, 12:43
Q1 2023 139 $577,095,324 +$125,705,431 -$89,040,216 +$36,665,215 SGOV, QQQ, GLD, RSP, JPST 13F-HR 04 May 2023, 16:41
Q4 2022 140 $532,387,697 +$45,859,928 -$55,727,312 -$9,867,384 SHY, RSP, VTV, JEPI, SPY 13F-HR 02 Feb 2023, 17:19
Q3 2022 141 $499,908,000 +$96,700,639 -$26,307,905 +$70,392,734 SHY, SPY, QQQ, RSP, VTV 13F-HR 07 Nov 2022, 15:41
Q2 2022 135 $458,014,000 +$89,153,542 -$71,604,586 +$17,548,956 SPY, RSP, QQQ, VTV, JEPI 13F-HR 04 Aug 2022, 15:25
Q1 2022 138 $510,768,000 +$100,321,074 -$96,626,199 +$3,694,875 SPY, QQQ, RSP, VTV, XLE 13F-HR 11 May 2022, 14:30
Q4 2021 126 $521,602,000 $0 $0 $0 RSP, QQQ, SPY, VHT, VTV 13F-HR 07 Feb 2022, 16:01