Wright Wealth LLC
CIK
2046147
City
ATLANTA
State / Country
GA
Top Portfolio Positions
27 positions ·
$30,614,394 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
40,557 | $10,292,960 | 33.62% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
287,049 | $6,071,086 | 19.83% | |
| EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
Financial Services
|
39,849 | $2,104,824 | 6.88% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
44,805 | $1,759,940 | 5.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,464 | $1,571,227 | 5.13% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
194,179 | $1,464,109 | 4.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,530 | $1,107,879 | 3.62% | |
| DNN |
Denison Mines Corp.
Energy
|
199,533 | $704,351 | 2.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,803 | $530,370 | 1.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
3,754 | $466,546 | 1.52% |
Portfolio Trend
2 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,464,109 | 194,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,402,908 | 172,985 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||