Hassell Wealth Management, LLC Portfolio Holdings by Sector
Hassell Wealth Management, LLC
- $239 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA DFSV VCIT BNDX DFAC VGIT VCSH DFEM 22 stocks |
$164 Million
70.95% of portfolio
|
  15  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$65.7 Million
28.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$906,480
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$498,720
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$229,940
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|