Sprinkle Financial Consultants LLC Portfolio Holdings by Sector
Sprinkle Financial Consultants LLC
- $140 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX IJR DFUV JPSE IVV SCHG AVEM IVW 34 stocks |
$78.6 Million
71.94% of portfolio
|
30
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE WMB 2 stocks |
$8.46 Million
7.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS 1 stocks |
$5.53 Million
5.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.5 Million
2.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.33 Million
2.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.19 Million
2.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.95 Million
1.78% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$1.75 Million
1.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.32 Million
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.29 Million
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.13 Million
1.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ LBRDK 2 stocks |
$982,622
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$685,112
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$440,529
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
SSP 1 stocks |
$114,257
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|