Dopkins Wealth Management, LLC Portfolio Holdings by Sector

Dopkins Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIV DFAT DFUV AVDV DFNM VBK AVEM 60 stocks	$206,116 94.72% of portfolio	20	25	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,307 1.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$1,612 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$1,394 0.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$814 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$780 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$775 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$760 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$576 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$477 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$442 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$367 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PNI 1 stocks	$197 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Dopkins Wealth Management, LLC with notifications on news.