Fidato Wealth LLC Portfolio Holdings by Sector

Fidato Wealth LLC

$131 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VO DFAR BSV IVV VNQ AOR AOA 8 stocks	$120,717 92.38% of portfolio	5	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,108 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$1,949 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,736 1.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$548 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$497 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC LMT 2 stocks	$471 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$462 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$453 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS 1 stocks	$297 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$290 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$281 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$227 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN 1 stocks	$223 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$211 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$202 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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