Financial Life Advisors Portfolio Holdings by Sector
Financial Life Advisors
- $265 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IVE SCHZ SPMB IUSB DYNF EFV VUG 45 stocks |
$262,311
99.06% of portfolio
|
  20  
|
  20  
|
  8  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$884
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$676
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$442
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$297
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$200
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|