Sprinkle Financial Consultants LLC Portfolio Holdings by Sector
Sprinkle Financial Consultants LLC
- $158 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX IJR DFUV JPSE IVV JCPB DFIC SCHG 38 stocks |
$85.1 Million
71.34% of portfolio
|
26
|
12
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE WMB 2 stocks |
$11.9 Million
10.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS 1 stocks |
$3.87 Million
3.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.33 Million
1.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2.29 Million
1.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.26 Million
1.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.25 Million
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.92 Million
1.61% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$1.82 Million
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.23 Million
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.19 Million
1.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.1 Million
0.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$811,909
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$627,071
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$360,605
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
SSP 1 stocks |
$150,646
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|