Financial Consulate, Inc Portfolio Holdings by Sector
Financial Consulate, Inc
- $358 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHF FNDB MFDX DUHP SCHD VTIP FLQM 29 stocks |
$355,781
99.51% of portfolio
|
17
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TURN 1 stocks |
$1,477
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$292
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|