wealthtrust-arizona, llc
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Contact Information
wealthtrust-arizona, llc
8434 EAST SHEA BOULEVARD
SCOTTSDALE AZ 85260
Business Phone: 800-694-5994 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $67,147,333 [1]Prior Market Value: $61,138,024 New Purchases: 47 stocks Additional Purchases: 123 stocks Sold out of: 69 stocks Reduced holdings in: 177 stocks Top 10 Holdings %: 42.08% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio RETAIL PROPERTIES OF AMERICA INC 5.95% SPDR S&P Dividend 5.59% Vanguard REIT Index ETF 5.49% Vanguard Dividend Appreciation ETF 4.16% PowerShares QQQ 4.01% Major new positions on 03/31/2013 Stock % of Portfolio WisdomTree Japan Hedged Equity 3.68% Vanguard Total Bond Market ETF 0.49% SPDR Barclays Capital Short Term Corp Bd 0.19% iShares Barclays TIPS Bond 0.11% ABBVIE INC. 0.09%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio PowerShares Emerging Mkts Sovereign Debt 1.7% Market Vectors Gold Miners ETF 1.16% Teekay LNG Partners LP. 0.32% SPDR Barclays Capital High Yield Bond 0.28% Vanguard Interm-Tm Corp Bd Idx ETF 0.25% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-22 Form 13F-HR 2013-01-31 Form 13F-HR 2012-10-24 Form 13F-HR 2012-07-31 Form 13F-HR 2012-05-23