Martin Worley Group Portfolio Holdings by Sector
Martin Worley Group
- $160 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU VXUS JMUB VFMV CORP SCHD SCHY VWO 60 stocks |
$112 Million
79.0% of portfolio
|
60
|
- |
60
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$19.6 Million
13.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SYBT 1 stocks |
$1.66 Million
1.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.63 Million
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.33 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$989,177
0.7% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$726,608
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$725,681
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$677,682
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$647,094
0.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$567,831
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
JAZZ KALV 2 stocks |
$455,573
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$296,461
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$240,541
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$94,771
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HCAT 1 stocks |
$77,770
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|