Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio Holdings by Sector
Eisner Amper Wealth Management Corporate Benefits, LLC
- $274 Million
- Q4 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG VIG IVV IVW VIGI SDY DGS DGRW 63 stocks |
$260,194
99.9% of portfolio
|
20
|
42
|
13
|
- |
0
Calls
0
Puts
|
|
Diversified Machinery | Industrial Goods
XONE 1 stocks |
$259
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|