Addis & Hill, Inc Portfolio Holdings by Sector
Addis & Hill, Inc
- $120 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VV VO AGG RWO VEU VGK VWO IWM 12 stocks |
$81,772
69.87% of portfolio
|
  10  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$20,130
17.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$9,767
8.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET TRGP EPD OKE WMB MPLX KMI 7 stocks |
$4,868
4.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
AROC 1 stocks |
$496
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|