Family Wealth Partners, LLC Portfolio Holdings by Sector
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT VGIT VBR VB DUHP AVUV AVDV DFEM 34 stocks |
$150 Million
77.21% of portfolio
|
  11  
|
  22  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$34.4 Million
17.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.45 Million
3.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$2.16 Million
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$758,898
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK PSEC 2 stocks |
$523,750
0.27% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
SVC 1 stocks |
$68,651
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|