Financial Consulate, Inc Portfolio Holdings by Sector
Financial Consulate, Inc
- $486 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX DUHP MFDX SCHF FNDB DFAS DIHP VTIP 30 stocks |
$482,306
99.16% of portfolio
|
  20  
|
  9  
|
  9  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
TURN 1 stocks |
$1,458
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,062
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$978
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$605
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|