Trademark Financial Management, LLC Portfolio Holdings by Sector
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV COWZ MOAT JPST QQQ QUAL DBEF AVUS 69 stocks |
$114 Million
95.17% of portfolio
|
  32  
|
  37  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.83 Million
3.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$860,052
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$424,410
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$399,197
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$276,489
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|