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Private Wealth Strategies, L.L.C.

Q1 2020 Holdings

Filed 2020-05-04 | 73 holdings | $200.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Amazon COM Inc(AMZN)CallCOM023135106$2.1K1,1001.1%
Ishares TR(IBB)NASDAQ BIOTECH464287556$2.2K20,3991.1%
BNY Mellon MUN Income Inc(XDMFX)COM05589T104$2.4K286,0601.2%
Spdr Index SHS FDS(GXC)S&P CHINA ETF78463X400$2.5K26,8931.2%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2.5K17,1251.3%
Apple Inc(AAPL)COM037833100$2.5K10,0061.3%
Wisdomtree TR(QSIG)US SHT TRM CORP97717X156$2.6K51,3981.3%
SSgA Active TR(STOT)SPDR DBLELN SHRT78470P200$2.9K60,6121.4%
Spdr SER TR(SPTL)PORTFOLIO LN TSR78464A664$3.0K64,0111.5%
Wisdomtree TRFLOATNG RAT TREA97717X628$3.1K123,6691.5%
Wisdomtree TR(QHY)US HGH YLD CORP97717X172$3.4K76,4851.7%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$3.4K38,5221.7%
Wisdomtree TR(EES)US SMALLCAP FUND97717W562$3.8K171,3871.9%
Wisdomtree TR(MTGP)MORTGAGE PLUS BD97717Y725$5.9K118,3292.9%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$6.9K36,0543.4%
Alliancebernstein Natl Muni(AFB)COM01864U106$8.1K634,1044.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$8.3K345,5014.2%
Wisdomtree TR(WTV)US QLT SHRHD YLD97717W547$8.7K134,1114.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$9.7K40,8394.8%
Ishares TR(MTUM)USA MOMENTUM FCT46432F396$10.4K97,6435.2%
Wisdomtree TR(AGGY)YIELD ENHANCD US97717X511$18.8K363,3719.4%
Wisdomtree TR(USMF)US MULTIFACTOR97717Y857$29.0K1,182,69514.5%
Wisdomtree TR(EPS)US LARGECAP FUND97717W588$34.6K1,230,52017.2%
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