Boyd Wealth Management, LLC Portfolio Holdings by Sector

Boyd Wealth Management, LLC

$231 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO AGG VTV SCHF IJH SPYG HYLB IVV 31 stocks	$219,441 95.1% of portfolio	20	10	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$2,876 1.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,116 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,094 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$817 0.35% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO NVTS 3 stocks	$771 0.33% of portfolio	2	1	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$708 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS 2 stocks	$626 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$603 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$533 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$459 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$434 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$392 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$324 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$311 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$220 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$11 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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