Concurrent Investment Advisors, LLC Portfolio Holdings by Sector
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO QCOM ADI MCHP TXN TSM AMD 18 stocks |
$145 Million
4.04% of portfolio
|
14
|
3
|
1
|
- |
3
Calls
1
Puts
|
|
Consumer Electronics | Technology
AAPL AAPL AAPL 3 stocks |
$123 Million
3.43% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PANW CRWD ADBE OKTA SQ 19 stocks |
$115 Million
3.2% of portfolio
|
11
|
6
|
4
|
- |
3
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG GOOGL SPOT SNAP TME TWLO 9 stocks |
$83.1 Million
2.31% of portfolio
|
7
|
1
|
1
|
- |
1
Calls
1
Puts
|
|
Restaurants | Consumer Cyclical
BROS MCD SBUX CMG DPZ YUM DRI QSR 9 stocks |
$72.6 Million
2.01% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK AMGN PFE GILD SNY 14 stocks |
$72.3 Million
2.01% of portfolio
|
8
|
4
|
1
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA MELI BABA AMZN DTC 6 stocks |
$67.4 Million
1.87% of portfolio
|
4
|
2
|
- | - |
1
Calls
0
Puts
|
|
Asset Management | Financial Services
EOI EOS BX BK APO ADX TY ARCC 91 stocks |
$57.7 Million
1.6% of portfolio
|
50
|
25
|
14
|
- |
1
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$46.9 Million
1.3% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP ORCC COF PYPL SOFI DFS 12 stocks |
$46.7 Million
1.3% of portfolio
|
4
|
6
|
2
|
- |
1
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A BRK-B AIG 4 stocks |
$41.7 Million
1.16% of portfolio
|
3
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C BCS 5 stocks |
$41.4 Million
1.15% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$41.4 Million
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM BSY UBER INTU NOW MSTR SHOP TTD 23 stocks |
$34.5 Million
0.96% of portfolio
|
15
|
8
|
3
|
- |
5
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP TTE 5 stocks |
$33.9 Million
0.94% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV BR JKHY CTSH AI G 10 stocks |
$31.8 Million
0.88% of portfolio
|
8
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN EMR GE CMI ITW PH ROP OTIS 13 stocks |
$31 Million
0.86% of portfolio
|
10
|
3
|
3
|
- |
1
Calls
1
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO PEP KDP MNST MNST 6 stocks |
$30.1 Million
0.84% of portfolio
|
3
|
2
|
- | - |
0
Calls
1
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT GD LHX BA NOC TDG BWXT 14 stocks |
$29.7 Million
0.82% of portfolio
|
9
|
4
|
1
|
- |
2
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$27.8 Million
0.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK AEP WEC D PEG ETR 15 stocks |
$27.8 Million
0.77% of portfolio
|
9
|
6
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM TM RIVN TSLA RIVN 7 stocks |
$26.1 Million
0.72% of portfolio
|
3
|
4
|
- | - |
2
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CLX KMB CL HIMS CHD HIMS 8 stocks |
$24.6 Million
0.68% of portfolio
|
4
|
4
|
1
|
- |
1
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE EPD KMI ET ENB WMB LNG ENLC 12 stocks |
$21.9 Million
0.61% of portfolio
|
9
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA CABO TEF GSAT 7 stocks |
$19.4 Million
0.54% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS ROKU WBD MSGE NXST AMCX DIS 8 stocks |
$19 Million
0.53% of portfolio
|
6
|
2
|
3
|
- |
1
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC USB CBSH HTH WTFC PNC CADE SSB 16 stocks |
$18.7 Million
0.52% of portfolio
|
7
|
6
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT SYK STE EW BSX MASS ABT 10 stocks |
$18 Million
0.5% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE JNPR CRDO NOK CRDO 7 stocks |
$17.4 Million
0.48% of portfolio
|
4
|
2
|
2
|
- |
1
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP MTDR DVN SBR FANG EOG TALO PR 13 stocks |
$17.2 Million
0.48% of portfolio
|
7
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV 4 stocks |
$14.5 Million
0.4% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW DD ECL LYB PPG EMN RPM 9 stocks |
$13 Million
0.36% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS RJF SCHW SF IBKR LPLA MKTX 17 stocks |
$12.8 Million
0.35% of portfolio
|
9
|
7
|
7
|
- |
4
Calls
1
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI FDS ICE CME NDAQ MCO MSCI CBOE 9 stocks |
$12 Million
0.33% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$11.7 Million
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON MDU 3 stocks |
$11.3 Million
0.31% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE DE 3 stocks |
$11.1 Million
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL PGR TRV MKL KNSL LMND CINF 9 stocks |
$11 Million
0.3% of portfolio
|
7
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O KIM ADC IVT 5 stocks |
$10.6 Million
0.3% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET PRU UNM LNC MFC JXN 7 stocks |
$10.1 Million
0.28% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$9.94 Million
0.28% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD ANGO 4 stocks |
$9.46 Million
0.26% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR STRL MTZ TTEK 5 stocks |
$9.01 Million
0.25% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$8.14 Million
0.23% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW FDX EXPD 4 stocks |
$7.77 Million
0.22% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO GPC CASY AZO ORLY BBY 6 stocks |
$7.34 Million
0.2% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CBRE CBRE 3 stocks |
$7.21 Million
0.2% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
1
Puts
|
|
Waste Management | Industrials
WM RSG CLH 3 stocks |
$6.94 Million
0.19% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$6.77 Million
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
OII HAL SLB HAL 4 stocks |
$6.68 Million
0.19% of portfolio
|
1
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI BLDR FBHS 5 stocks |
$5.99 Million
0.17% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO 3 stocks |
$5.83 Million
0.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM GIS CAG KHC K MKC LW FLO 10 stocks |
$5.78 Million
0.16% of portfolio
|
4
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO FAST GWW WCC 5 stocks |
$5.34 Million
0.15% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX AMT IRM CCI LAMR 6 stocks |
$5.24 Million
0.15% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC BRO WTW 4 stocks |
$5.24 Million
0.15% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$5.1 Million
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV DHR IDXX DGX ILMN 6 stocks |
$4.58 Million
0.13% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC KLAC AMAT 5 stocks |
$4.57 Million
0.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD NRZ AGNC RWT ABR 5 stocks |
$4.56 Million
0.13% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX REGN HUMA HUMA 5 stocks |
$4.52 Million
0.13% of portfolio
|
2
|
2
|
1
|
- |
1
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL VICI WPC 3 stocks |
$4.48 Million
0.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON NKE 3 stocks |
$4.42 Million
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$4.16 Million
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC CAH MCK 3 stocks |
$3.8 Million
0.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL OHI PEAK MPW 4 stocks |
$3.79 Million
0.11% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AES 2 stocks |
$3.2 Million
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$3.16 Million
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL ABNB BKNG NCLH CCL 5 stocks |
$2.91 Million
0.08% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI LEN PHM SKY 4 stocks |
$2.88 Million
0.08% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS HLN 3 stocks |
$2.82 Million
0.08% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$2.66 Million
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA STAG NSA 4 stocks |
$2.55 Million
0.07% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN OMEX 3 stocks |
$2.51 Million
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV ALK UAL AAL 5 stocks |
$2.32 Million
0.06% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$2.14 Million
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2.13 Million
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM WPM GOLD RGLD BTG THM 6 stocks |
$2.11 Million
0.06% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG IONQ HPQ NTAP STX NTAP 7 stocks |
$2.04 Million
0.06% of portfolio
|
5
|
2
|
3
|
- |
1
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NEP 2 stocks |
$1.9 Million
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK PCYO 2 stocks |
$1.83 Million
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS GRMN 2 stocks |
$1.74 Million
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG AMCR GPK SON 4 stocks |
$1.66 Million
0.05% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT DKNG 2 stocks |
$1.64 Million
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW JBL KOPN KULR APH 6 stocks |
$1.57 Million
0.04% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$1.36 Million
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC UHS 3 stocks |
$1.31 Million
0.04% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN CPRT 2 stocks |
$1.25 Million
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX FCX 2 stocks |
$1.2 Million
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1.02 Million
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UMH ESS CPT 3 stocks |
$1.01 Million
0.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX BE BE 3 stocks |
$977,084
0.03% of portfolio
|
3
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC IPG STGW 3 stocks |
$958,260
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$946,560
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA NTES RBLX 4 stocks |
$915,219
0.03% of portfolio
|
4
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK CRAI EFX 3 stocks |
$843,620
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM VFF 2 stocks |
$827,703
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$771,800
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$748,576
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE STLD NUE 3 stocks |
$740,594
0.02% of portfolio
|
2
|
1
|
- | - |
1
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$702,207
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SBLK 1 stocks |
$677,246
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$629,020
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$599,205
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM WYNN 2 stocks |
$521,435
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$506,044
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$412,875
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MTG 1 stocks |
$383,154
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$380,774
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$316,489
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$315,605
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
RMI 1 stocks |
$286,818
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
KNX 1 stocks |
$281,173
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$248,726
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ATI 1 stocks |
$231,333
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$227,302
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$225,732
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UA 1 stocks |
$151,438
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BDN 1 stocks |
$140,433
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$101,320
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VOO AGG QQQ IVV VTV TLT BOND 368 stocks |
$0
52.13% of portfolio
|
236
|
111
|
33
|
- |
4
Calls
2
Puts
|