Apcm Wealth Management For Individuals Portfolio Holdings by Sector

Apcm Wealth Management For Individuals

$643 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY BND IJH IEFA NFRA BNDX IJR IEMG 41 stocks	$631,947 98.26% of portfolio	28	11	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,193 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,180 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NRIM 1 stocks	$1,002 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$683 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$673 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$669 0.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX VMO 2 stocks	$621 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$571 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$554 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$477 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$462 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$456 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$429 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$355 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$321 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$267 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$229 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical QS 1 stocks	$51 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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