Envision Financial LLC Portfolio Holdings by Sector
Envision Financial LLC
- $133 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX SCHX SCHF USFR UITB VO DTD 39 stocks |
$132 Million
99.61% of portfolio
|
19
|
18
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$514,350
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|