Family Wealth Partners, LLC Portfolio Holdings by Sector
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT VGIT VBR DUHP AVUV DFEM AVDV IDEV 35 stocks |
$165 Million
78.76% of portfolio
|
  24  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$35.2 Million
16.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.43 Million
3.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$2 Million
0.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK PSEC 2 stocks |
$620,445
0.3% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$314,798
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|