Planwiser Financial, LLC Portfolio Holdings by Sector
Planwiser Financial, LLC
- $117 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV AVUS SPDW DFAI VTV VUG SPTI IGIB 40 stocks |
$105 Million
96.62% of portfolio
|
20
|
18
|
5
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$2.17 Million
1.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1.52 Million
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|