Fidato Wealth LLC Portfolio Holdings by Sector
Fidato Wealth LLC
- $140 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VO DFAR BSV IVV AOR VNQ AOA 8 stocks |
$137,283
98.1% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,920
1.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$464
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$274
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|