Droms Strauss Advisors Inc Portfolio Holdings by Sector

Droms Strauss Advisors Inc

$306 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV GSLC IVW IVE VTV QQQ IWO IJT 50 stocks	$278,897 91.09% of portfolio	31	14	7	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$6,241 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,778 1.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,743 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2,905 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,128 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$1,434 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1,185 0.39% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,062 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$894 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$832 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$815 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$780 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$361 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$257 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$237 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE 1 stocks	$229 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials FBHS 1 stocks	$210 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$203 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Droms Strauss Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Droms Strauss Advisors Inc with notifications on news.