NEIRG Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
North Andover, MA
CIK
0001909567
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1 0 13F-HR 1/26/2024 000190956724000001
Q3 2023 1 0 13F-HR 11/13/2023 000190956723000004
Q2 2023 149 542,339 SGOV, SPY, QQQ, VTV 13F-HR 7/31/2023 000190956723000003
Q1 2023 142 577,095 SGOV, QQQ, GLD, RSP 13F-HR 5/4/2023 000190956723000002
Q4 2022 142 532,387 SHY, RSP, VTV, JEPI 13F-HR 2/2/2023 000190956723000001
Q3 2022 143 499,958 SHY, SPY, QQQ, RSP 13F-HR 11/7/2022 000190956722000004
Q2 2022 138 458,072 SPY, RSP, QQQ, VTV 13F-HR 8/4/2022 000190956722000003
Q1 2022 142 510,868 SPY, QQQ, RSP, VTV 13F-HR 5/11/2022 000190956722000002
Q4 2021 128 521,672 RSP, QQQ, SPY, VHT 13F-HR 2/7/2022 000190956722000001