Bryant Woods Investment Advisors, LLC Portfolio Holdings by Sector
Bryant Woods Investment Advisors, LLC
- $162 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IJH VOO IJR IEMG IVOO VIOO IEFA 23 stocks |
$136,941
84.35% of portfolio
|
  8  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,490
7.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,535
1.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
DMRC 1 stocks |
$2,050
1.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,883
1.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,777
1.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX 1 stocks |
$852
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$796
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$740
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
WTM 1 stocks |
$610
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV 2 stocks |
$593
0.37% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MTB 1 stocks |
$503
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG 1 stocks |
$347
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EXR 1 stocks |
$284
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$228
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$221
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$219
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$205
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OBE 1 stocks |
$83
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|