Bannerman Wealth Management Group, LLC Portfolio Holdings by Sector

Bannerman Wealth Management Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFAS DFAI AVUS DFAE AVDV AVES 24 stocks	$108 Million 94.98% of portfolio	13	7	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.38 Million 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.2 Million 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALNY 1 stocks	$736,885 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$715,374 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$565,312 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$361,631 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$298,543 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$242,068 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials DOV 1 stocks	$205,070 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.