Fidato Wealth LLC Portfolio Holdings by Sector
Fidato Wealth LLC
- $113 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VO DFAR IVV BSV AOR VNQ AOA 8 stocks |
$111,677
98.62% of portfolio
|
  5  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,276
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$284
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|