Babb Wealth Advisors LLC Portfolio Holdings by Sector
Babb Wealth Advisors LLC
- $135 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFAT DFUS DFCF DFSD DFUV SCHB 7 stocks |
$80.8 Million
97.31% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$1.82 Million
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$206,970
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PNW 1 stocks |
$200,363
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|