Wp Wealth LLP Portfolio Holdings by Sector
Wp Wealth LLP
- $482 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFCF DFIC DFSD DFAU DFAT DFAE DFUV PJUN 41 stocks |
$375 Million
93.82% of portfolio
|
22
|
8
|
5
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.08 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.32 Million
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.84 Million
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HCP 2 stocks |
$2.11 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO 3 stocks |
$1.82 Million
0.46% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL 2 stocks |
$1.4 Million
0.35% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.13 Million
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.01 Million
0.25% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT AXON 2 stocks |
$703,358
0.18% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD TRGP 2 stocks |
$445,368
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$417,968
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$409,216
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$376,930
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WTTR 1 stocks |
$360,579
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$341,251
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$254,716
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$247,704
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$226,576
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$219,027
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|