Grunden Financial Advisory, Inc. Portfolio Holdings by Sector
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DUHP DFSD DFUV DFSV DIHP DFAS 15 stocks |
$183 Million
95.12% of portfolio
|
  12  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$6.6 Million
3.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.08 Million
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$310,525
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$257,082
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$252,400
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$231,589
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$227,349
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$218,753
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$218,737
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|