Kalos Management, Inc.
ALPHARETTA, GA · CIK 1666788 · 13F filing filed 2023-10-16
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyAlpharetta, GA
$0
reported value
-100.0% vs Q2 2023
1positions
—in top 10
1 new
0 added
0 reduced
129 sold out
vs Q2 2023
Also in the report of:
Shares in two reports are counted once in each security's totals.
Holdings, Q3 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q2 2023
| Security | Value then |
|---|---|
| SCHWAB STRATEGIC TR SCHB | $5.7m110.2k shares |
| SCHWAB STRATEGIC TR SCHX | $3.3m62.8k shares |
| SPDR S&P 500 ETF TR SPY | $2.9m6.6k shares |
| SCHWAB STRATEGIC TR SCHO | $2.0m41.2k shares |
| SCHWAB STRATEGIC TR SCHD | $1.7m24.1k shares |
| VANGUARD WORLD FD VPU | $1.5m10.9k shares |
| ISHARES TR IYH | $1.5m5.5k shares |
| SCHWAB STRATEGIC TR SCHV | $1.5m22.6k shares |
| PHILLIPS EDISON & CO INC PECO | $1.5m44.3k shares |
| VANGUARD INDEX FDS VTV | $1.5m10.3k shares |
| ISHARES TR IJJ | $1.5m13.5k shares |
| INVESCO EXCHANGE TRADED FD T RSPU | $1.4m24.9k shares |
| ISHARES TR IVV | $1.4m3.0k shares |
| ISHARES TR IYK | $1.2m6.0k shares |
| ISHARES TR IVE | $1.2m7.2k shares |
| ISHARES TR IYM | $1.2m8.7k shares |
| ISHARES TR IJS | $951.9k10.0k shares |
| INVESCO QQQ TR QQQ | $850.0k2.3k shares |
| PROSHARES TR NOBL | $828.5k8.8k shares |
| ISHARES TR ITOT | $664.0k6.8k shares |
| SPDR INDEX SHS FDS GNR | $662.8k12.3k shares |
| ISHARES TR DVY | $655.6k5.8k shares |
| ISHARES TR IYY | $623.3k5.8k shares |
| APPLE INC AAPL | $531.0k2.7k shares |
| SELECT SECTOR SPDR TR XLP | $488.7k6.6k shares |