Latko Wealth Management, Ltd. Portfolio Holdings by Sector
Latko Wealth Management, Ltd.
- $169 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DIA QQQM SCHD SPY QQQ IEI VO 19 stocks |
$158,589
94.02% of portfolio
|
  11  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,399
2.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$2,707
1.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$1,082
0.64% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1,034
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$479
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$384
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$384
0.23% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$377
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$245
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|