5th Street Advisors, LLC Portfolio Holdings by Sector
5th Street Advisors, LLC
- $177 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEU JSCP LQD VEA VTV SPIB XLF XLV 23 stocks |
$156,090
88.36% of portfolio
|
  14  
|
  8  
|
  9  
|
- |
1
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$16,423
9.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,948
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,185
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$634
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$233
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NYCB 1 stocks |
$97
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
OMEX 1 stocks |
$51
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|