Ashford Advisors, LLC Portfolio Holdings by Sector
Ashford Advisors, LLC
- $434 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV FNDX SCHX SCHB ACWI ESGV VOO EFA 17 stocks |
$383,302
88.41% of portfolio
|
5
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$50,065
11.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$192
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|