Grunden Financial Advisory, Inc. Portfolio Holdings by Sector
Grunden Financial Advisory, Inc.
- $206 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DUHP DFSD DFUV DFSV DIHP DFUS 15 stocks |
$183 Million
95.56% of portfolio
|
  10  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$6.33 Million
3.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$950,118
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$303,356
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$277,211
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$229,121
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$212,540
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$203,006
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|