Envision Financial LLC Portfolio Holdings by Sector
Envision Financial LLC
- $150 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX SCHX SCHF USFR UITB VO VCIT 43 stocks |
$149 Million
99.65% of portfolio
|
25
|
15
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$527,974
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|