Financial Consulate, Inc Portfolio Holdings by Sector
Financial Consulate, Inc
- $322 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHF FNDB DUHP MFDX SCHD VTIP FLQM 32 stocks |
$317,835
98.66% of portfolio
|
  18  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
TURN 1 stocks |
$1,933
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,270
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$306
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$306
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$251
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$249
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|