Droms Strauss Advisors Inc Portfolio Holdings by Sector
Droms Strauss Advisors Inc
- $273 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV GSLC IVE IVW VTV QQQ SCHX IWN 40 stocks |
$249,161
91.21% of portfolio
|
  19  
|
  16  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3,675
1.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,214
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,207
1.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,006
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,963
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$1,575
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,322
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,282
0.47% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,038
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$974
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$808
0.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$710
0.26% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$389
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$375
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$348
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$338
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$321
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NICE MTTR 2 stocks |
$263
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$206
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|