Corepath Wealth Partners LLC Portfolio Holdings by Sector
Corepath Wealth Partners LLC
- $92.7 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG IUSV EFA IWM GLD ISTB EFV 16 stocks |
$86,889
93.68% of portfolio
|
- |
  16  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4,132
4.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC 1 stocks |
$797
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$432
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$280
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$216
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|