Hart & Patterson Financial Group LLC Portfolio Holdings by Sector
Hart & Patterson Financial Group LLC
- $206 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA SCHX BNDX VTIP SEIM VWO SEIV SPHY 52 stocks |
$193 Million
96.31% of portfolio
|
28
|
24
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.58 Million
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK 2 stocks |
$1.05 Million
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$895,001
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$578,619
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$474,809
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$436,174
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$420,887
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$386,936
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Diversified | Financial Services
TD 1 stocks |
$325,776
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$294,641
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$273,781
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$266,414
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$244,864
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FNB 1 stocks |
$150,475
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|