Alm First Financial Advisors, LLC Portfolio Holdings by Sector
Alm First Financial Advisors, LLC
- $435 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO TRTY GMOM BND VAMO SYLD SCHP EMLC 20 stocks |
$429,752
98.79% of portfolio
|
  14  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,057
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$320
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$262
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$218
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$208
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$207
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|