Babb Wealth Advisors LLC Portfolio Holdings by Sector
Babb Wealth Advisors LLC
- $125 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT DFUS DFCF DFSD DFUV SCHB 7 stocks |
$73.4 Million
96.23% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$1.87 Million
2.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$461,091
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$337,141
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$205,440
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|