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PRW Wealth Management LLC

Q1 2020 Holdings

Filed 2020-04-29 | 62 holdings | $7.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Texas Pacific Land TrustCommon Stock882610108$1.7K4,4620.0%
Shopify Inc(SHOP)Common Stock82509L107$1.8K4,4280.0%
Apple Inc(AAPL)Common Stock037833100$2.2K8,5550.0%
Invesco QQQ Trust(QQQ)Exchange Traded Fund46090E103$2.3K12,0770.0%
Piper Sandler Cos(PIPR)Common Stock724078100$2.6K51,3980.0%
Amazon.com Inc(AMZN)Common Stock023135106$3.8K1,9460.1%
LHC Group Inc(LHCGUSD)Common Stock50187A107$3.9K28,0000.1%
FT Cboe Vest US Equity Deep Buff ETF(DNOV)Exchange Traded Fund33740F839$8.1K287,4300.1%
iShares Core S&P 500(IVV)Exchange Traded Fund464287200$10.2K39,5660.1%
Vanguard Total Stock Market ETF(VTI)Exchange Traded Fund922908769$10.9K84,7700.2%
Bright Horizons Family Solutions Inc(BFAM)Common Stock109194100$388.0K3,8005.3%
ARK Innovation ETF(ARKK)Exchange Traded Fund00214Q104$6.8M154,43893.6%
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