Goal Fusion Wealth Management, LLC Portfolio Holdings by Sector
Goal Fusion Wealth Management, LLC
- $161 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG VT VCIT VB VTV VDE XLV 13 stocks |
$153,508
95.46% of portfolio
|
  6  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD ADI 3 stocks |
$1,300
0.81% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,293
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$944
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$624
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$453
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$447
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$432
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$329
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$301
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$285
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$264
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$230
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$205
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD 1 stocks |
$200
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|