Boyd Wealth Management, LLC Portfolio Holdings by Sector

Boyd Wealth Management, LLC

$203 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO AGG VTV SCHF SCHE ISTB HYLB SPYG 30 stocks	$193,942 95.76% of portfolio	17	11	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$1,841 0.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,125 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$765 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$689 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$590 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM PBR 2 stocks	$559 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$495 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$428 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$420 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$359 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$314 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$293 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL 1 stocks	$242 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$223 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$210 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$30 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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