Fidelis I M, LLC Portfolio Holdings by Sector
Fidelis I M, LLC
- $199 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND VIG SCHX VO SCHA VCSH VXUS DLN 15 stocks |
$197,655
99.24% of portfolio
|
  12  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$704
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$605
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$202
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|