Apcm Wealth Management For Individuals Portfolio Holdings by Sector

Apcm Wealth Management For Individuals

$638 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY BND IJH NFRA IEFA QAI IEMG BNDX 39 stocks	$625,713 98.09% of portfolio	20	19	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$2,191 0.34% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NRIM 1 stocks	$2,008 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,787 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,016 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$613 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$602 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$571 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX VMO 2 stocks	$549 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$444 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$433 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$424 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$416 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$383 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$276 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$246 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$232 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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