Boyd Wealth Management, LLC Portfolio Holdings by Sector
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SPYG SCHF AGG VTV IJH IVV HYLB 31 stocks |
$189,083
95.85% of portfolio
|
14
|
13
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL 1 stocks |
$1,882
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,038
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$716
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$649
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM PBR 2 stocks |
$617
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$591
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Asset Management | Financial Services
GBDC OWL 2 stocks |
$498
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$437
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$434
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$321
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$294
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$275
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$206
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$201
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
ORGN 1 stocks |
$36
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|