5 T Wealth, LLC Portfolio Holdings by Sector

5 T Wealth, LLC

$183 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSB QUAL BBUS IVV CGGR IVE EFV BBIN 70 stocks	$151 Million 88.03% of portfolio	70	-	70	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR PANW MSFT PLTR 4 stocks	$5.28 Million 3.08% of portfolio	4	-	4	-	0 Calls 1 Puts
Software—Application \| Technology UBER 1 stocks	$4.13 Million 2.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.02 Million 1.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1.94 Million 1.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.69 Million 0.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.17 Million 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.03 Million 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC GBDC 2 stocks	$813,505 0.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$644,275 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$490,778 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$469,777 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$408,889 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$212,445 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$203,705 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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