Institutions / Ahrens Investment Partners LLC
Ahrens Investment Partners LLC
CIK 1698481 · Institution · as of Mar 31, 2023
Portfolio value
$201.54M
Positions
1,015
As of
Mar 31, 2023
Portfolio trend
Portfolio value
$201.54M-8.5%Positions
1,015+480.0%Top holdings
Mar 31, 2023View all 1,015 →
| Company | Value | % of portfolio |
|---|---|---|
| VanEck ETF TrustMOAT | $9.65M | 4.8% |
| First Tr Value Line Divid inFVD | $8.81M | 4.4% |
| iSHARES TRUST | $7.85M | 3.9% |
| Apple IncAAPL | $7.36M | 3.7% |
| Fidelity Covington TrustFDLO | $5.78M | 2.9% |
| iShares TrIHI | $5.63M | 2.8% |
| SPDR Gold TrGLD | $5.26M | 2.6% |
| iSHARES TRUST | $5.24M | 2.6% |
| Virtus ETF Tr IIJOET | $5.20M | 2.6% |
| Exxon Mobil CorpXOM | $4.96M | 2.5% |
| Chevron CorpCVX | $4.28M | 2.1% |
| Invesco Exch Traded Fd Tr IISPLV | $3.89M | 1.9% |
| Global X FdsMLPX | $3.67M | 1.8% |
| Dnp Select Income Fund IncDNP | $3.63M | 1.8% |
| Microsoft CorpMSFT | $3.08M | 1.5% |
| Amazon Com IncAMZN | $2.63M | 1.3% |
| Vanguard Russell 1000 Index Fund ETF Shares | $2.57M | 1.3% |
| iShares TrAOA | $2.53M | 1.3% |
| Goldman Sachs ETF TrGVIP | $2.53M | 1.3% |
| iShares Gold TrIAU | $2.42M | 1.2% |
| Alps ETF TrOUSA | $2.32M | 1.2% |
| Invesco Exchange Traded Fd TPEY | $2.19M | 1.1% |
| AbbVie Inc.ABBV | $2.18M | 1.1% |
| Berkshire Hathaway IncBRK-A | $2.17M | 1.1% |
| Home Depot, Inc.HD | $2.00M | 1.0% |
Activity
Mar 31, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Add Other (per filing) | 50187A107 | $12.26M | +73K +2399.97% | 75,749 6.34% of portfolio | medium |
| Q1 2023 as of | Exit Other (per filing) | 50187A107 | $-11.25M | -70K -100.00% | 0 | medium |
| Q3 2022 as of | New Other (per filing) | 74347G416 | $9.63M | +176K | 176,418 4.78% of portfolio | medium |
| Q4 2022 as of | Exit Other (per filing) | 74347G416 | $-9.63M | -176K -100.00% |