Babb Wealth Advisors LLC Portfolio Holdings by Sector
Babb Wealth Advisors LLC
- $124 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT DFUS DFCF DFSD DFUV SCHB 7 stocks |
$75.2 Million
95.57% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$2.48 Million
3.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$436,926
0.56% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$292,886
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$275,503
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|