Wheelhouse Advisory Group LLC Portfolio Holdings by Sector

Wheelhouse Advisory Group LLC

$168 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VOOG VHT VV MGK VIG VGT VO 21 stocks	$144 Million 91.78% of portfolio	15	6	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.52 Million 0.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.24 Million 0.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1.22 Million 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.02 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE NEE 2 stocks	$876,277 0.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$870,858 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$830,885 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$807,466 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$772,691 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$551,752 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MYD 1 stocks	$533,568 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$532,548 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$526,563 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$505,394 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$456,089 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$402,739 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$242,188 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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