Hassell Wealth Management, LLC Portfolio Holdings by Sector
Hassell Wealth Management, LLC
- $223 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA DFSV VCIT BNDX DFAC VGIT VCSH DFEM 22 stocks |
$155 Million
71.73% of portfolio
|
  13  
|
  6  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$59.5 Million
27.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$863,342
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$482,673
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$350,847
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|