Ggm Financials LLC Portfolio Holdings by Sector

Ggm Financials LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DWAW QQQ MOAT QQEW FTCS DVLU DDIV FTSM 23 stocks	$221 Million 64.09% of portfolio	22	1	21	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$70.6 Million 20.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META DASH 2 stocks	$20.3 Million 5.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ZS PLTR 3 stocks	$17.3 Million 5.02% of portfolio	3	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services ASTS 1 stocks	$6.05 Million 1.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$3.55 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.2 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$1.09 Million 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$612,356 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$532,676 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$292,226 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SHOP 1 stocks	$202,901 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials SCWO 1 stocks	$7,156 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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