Alm First Financial Advisors, LLC Portfolio Holdings by Sector
Alm First Financial Advisors, LLC
- $412 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO GMOM TRTY BND VAMO SYLD FYLD BLDG 20 stocks |
$407,596
98.98% of portfolio
|
13
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,964
0.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$228
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|