Fidato Wealth LLC Portfolio Holdings by Sector

Fidato Wealth LLC

$136 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VO DFAR BSV IVV AOR VNQ AOA 8 stocks	$122,194 89.78% of portfolio	6	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT NOC 3 stocks	$3,219 2.37% of portfolio	3	-	3	-	1 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,803 2.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$2,367 1.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,943 1.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$548 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$496 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$391 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$345 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS 1 stocks	$310 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$297 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$275 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN 1 stocks	$249 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$236 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$220 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$204 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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