Parkwoods Wealth Partners, LLC Portfolio Holdings by Sector
Parkwoods Wealth Partners, LLC
- $148 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAT DFUV DFUS DFIV DFAS DFAC DFAE DISV 23 stocks |
$133 Million
93.28% of portfolio
|
22
|
- |
13
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.32 Million
0.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$1.31 Million
0.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROK 2 stocks |
$1.06 Million
0.74% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$765,477
0.54% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CET 1 stocks |
$614,963
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN JKHY 2 stocks |
$447,499
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$378,954
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$355,717
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$351,120
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$283,532
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TGTX 1 stocks |
$276,049
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$272,283
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CYH 1 stocks |
$267,025
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$265,927
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$260,852
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$240,228
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$237,978
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN QRTEA 2 stocks |
$235,284
0.16% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
DCO 1 stocks |
$232,120
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$226,548
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$221,783
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|