Wheelhouse Advisory Group LLC Portfolio Holdings by Sector

Wheelhouse Advisory Group LLC

$175 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VHT VOOG VIG VV MGK VGT DFSD 20 stocks	$152 Million 92.97% of portfolio	14	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.25 Million 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1.08 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$903,501 0.55% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$827,009 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$733,941 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$718,652 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$702,124 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE 1 stocks	$669,194 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$668,242 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$666,623 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$652,782 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$516,630 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MYD 1 stocks	$450,563 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$448,150 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$443,801 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$433,726 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$365,530 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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