Arq Wealth Advisors, LLC Portfolio Holdings by Sector

Arq Wealth Advisors, LLC

$259 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QUAL SPDW AVUS MGV JMOM AVUV AVDE IUS 70 stocks	$227,830 90.35% of portfolio	46	15	10	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$8,156 3.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,780 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,874 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,403 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ADX BXMX 2 stocks	$1,701 0.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1,211 0.48% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$824 0.33% of portfolio	2	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$625 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$329 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$317 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$316 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$302 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$276 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$209 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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