Planwiser Financial, LLC Portfolio Holdings by Sector
Planwiser Financial, LLC
- $126 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS IVV VTV VUG SPDW IGIB ICVT VWOB 44 stocks |
$114 Million
98.36% of portfolio
|
20
|
22
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$1.91 Million
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|