Ashford Advisors, LLC Portfolio Holdings by Sector
Ashford Advisors, LLC
- $400 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV FNDX SCHX SCHB ACWI ESGV EFA IWB 18 stocks |
$354,809
88.7% of portfolio
|
6
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$45,208
11.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|