PENSION & WEALTH MANAGEMENT ADVISORS, INC. - Portfolio Stock Holdings
PENSION & WEALTH MANAGEMENT ADVISORS, INC. disclosed 573 stock positions in a recent SEC 13F filing. $370,223,338 of stock holdings were filed, with the largest holdings including SCHK, FBND, and TOTL. This filing represented positions held on June 30, 2026, and was filed yesterday.Report Period:
June 30, 2026No. of Stocks:
573Est. Stock Holding Value:
$370,223,338Top Stock Holdings By Sector
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Portfolio Stock Holdings - PENSION & WEALTH MANAGEMENT ADVISORS, INC.
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% of Portfolio
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