White Wing Wealth Management Portfolio Holdings by Sector
White Wing Wealth Management
- $158 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST VEA VB QQQ SCHJ VIG DFSD DFAT 14 stocks |
$97,888
61.92% of portfolio
|
  12  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$47,230
29.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$3,299
2.09% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,110
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,053
1.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$1,220
0.77% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$892
0.56% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$801
0.51% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$617
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$584
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$433
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CAKE 1 stocks |
$422
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$312
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$238
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|