Goal Fusion Wealth Management, LLC Portfolio Holdings by Sector
Goal Fusion Wealth Management, LLC
- $183 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG IVV VT VCIT VB VTV VDE XLV 12 stocks |
$178,153
97.49% of portfolio
|
  9  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$738
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$632
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$613
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$601
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$497
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$367
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$330
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$317
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$281
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$202
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|