Fidato Wealth LLC Portfolio Holdings by Sector
Fidato Wealth LLC
- $124 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VO DFAR BSV IVV AOR VNQ AOA 8 stocks |
$120,276
96.62% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$3,851
3.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$358
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|