Regimen Wealth, LLC Portfolio Holdings by Sector
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
HDV SCHD FBND MUB USFR AGG COWZ SCHG 52 stocks |
$282 Million
97.4% of portfolio
|
  33  
|
  18  
|
  8  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.65 Million
1.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1.22 Million
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.07 Million
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$615,326
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SNPS 1 stocks |
$293,960
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$242,202
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$214,860
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
SHCR 1 stocks |
$204,298
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|