Financial Life Advisors Portfolio Holdings by Sector
Financial Life Advisors
- $288 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IVE SCHZ SPMB DYNF EFV IUSB VGLT 42 stocks |
$284,863
99.05% of portfolio
|
  20  
|
  18  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$1,072
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$817
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$388
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$238
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$221
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|