Columbia River Financial Group, LLC Portfolio Holdings by Sector
Columbia River Financial Group, LLC
- $146 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG VXF HDV VUG SPAB DWX BSV VEU 46 stocks |
$138,613
95.22% of portfolio
|
  46  
|
- |
  46  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,013
1.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,691
1.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1,469
1.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$625
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$492
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$456
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$206
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|