Absher Wealth Management, LLC Portfolio Holdings by Sector
Absher Wealth Management, LLC
- $787 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Tools & Accessories | Industrials
LECO SNA 2 stocks |
$67,092
8.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN MRK PFE 4 stocks |
$55,939
7.1% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG 3 stocks |
$53,513
6.8% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB 1 stocks |
$48,026
6.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$44,609
5.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR CMI AME 3 stocks |
$41,807
5.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL 3 stocks |
$41,799
5.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI NXPI TXN NVDA AVGO TSM 6 stocks |
$39,593
5.03% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$34,210
4.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$32,855
4.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$32,639
4.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$32,235
4.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$30,490
3.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
CVX SHEL 2 stocks |
$29,277
3.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$28,131
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$26,449
3.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$25,877
3.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$21,434
2.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$21,232
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT 2 stocks |
$20,821
2.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$18,826
2.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18,575
2.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,519
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$2,788
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$2,617
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$1,983
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$1,788
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$1,134
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM AZO 2 stocks |
$943
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PAYC 1 stocks |
$931
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MCY 1 stocks |
$903
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$831
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT 1 stocks |
$710
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$682
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$605
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$601
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$435
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW 1 stocks |
$413
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$303
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$276
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$248
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
UI 1 stocks |
$208
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VO VUG VB 3 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|