Financial Life Advisors Portfolio Holdings by Sector
Financial Life Advisors
- $263 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IVE SCHZ IUSB SPMB DYNF EFV VUG 40 stocks |
$260,289
99.13% of portfolio
|
  21  
|
  13  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$804
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$657
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$351
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$260
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$210
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|