Family Wealth Partners, LLC Portfolio Holdings by Sector
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT VGIT VBR VB AVUV DUHP VOO AVDV 34 stocks |
$129 Million
73.06% of portfolio
|
  11  
|
  22  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$38.8 Million
22.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.49 Million
3.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$1.98 Million
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$531,083
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK 1 stocks |
$361,762
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$296,906
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|