RAND WEALTH, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 577,453
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 4/29/2014 | 196 | 577,453 | 13F-HR | RAND WEALTH, LLC |
| Q4 2013 | 1/28/2014 | 189 | 565,099 | 13F-HR | RAND WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 394.5 K | 68.3% | 3.54 K | 0 | 3.54 K |
| ETFs | 182.9 K | 31.7% | 8.814 K | 0 | 8.814 K |
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Fund Snapshot
Q1 2014
Latest filed
4/29/2014
Total value ($000)
577,453
Holdings
196
QoQ value change ($000)
12,354
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.