Pioneer Wealth Management Group Portfolio Holdings by Sector
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU DFAI SCHZ DFAE SCHH VCIT BSV DFCF 35 stocks |
$207 Million
98.83% of portfolio
|
  17  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$658,913
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$456,548
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$310,548
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$269,458
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$260,616
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$256,243
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$245,562
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|