Gladwyn Financial Advisors, Inc. Portfolio Holdings by Sector
Gladwyn Financial Advisors, Inc.
- $129 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VBK VOT VBR VOE MGV MGK VSS VWO 45 stocks |
$122 Million
94.72% of portfolio
|
45
|
- |
45
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$1.6 Million
1.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC ED D 4 stocks |
$875,473
0.68% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CACI 1 stocks |
$619,710
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$537,782
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$534,021
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE IR 2 stocks |
$402,185
0.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$338,714
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$313,795
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$221,958
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$197,712
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$178,286
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$149,518
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$145,547
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$113,419
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD PPG CC 3 stocks |
$112,009
0.09% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$95,724
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE 2 stocks |
$83,549
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$70,720
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$57,823
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$49,856
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$35,255
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$32,967
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$24,741
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
LNC 1 stocks |
$7,530
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL NCLH 2 stocks |
$4,840
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$3,459
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|