Financial Consulate, Inc Portfolio Holdings by Sector
Financial Consulate, Inc
- $379 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX MFDX FNDB SCHF DUHP VTIP SCHD DFAS 22 stocks |
$376,434
99.44% of portfolio
|
15
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TURN 1 stocks |
$1,487
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$630
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|