Charis Legacy Partners, LLC Portfolio Holdings by Sector
Charis Legacy Partners, LLC
- $52.8 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VXUS VXF BND RSP VEA VEU VTV 21 stocks |
$44.5 Million
84.32% of portfolio
|
13
|
6
|
5
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.85 Million
9.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$1.4 Million
2.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.09 Million
2.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$550,766
1.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$387,120
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|