Goal Fusion Wealth Management, LLC Portfolio Holdings by Sector
Goal Fusion Wealth Management, LLC
- $183 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG VT VCIT VB VTV VDE BND 12 stocks |
$176,141
96.05% of portfolio
|
  12  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,466
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ADI AMD 3 stocks |
$1,224
0.67% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$905
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$800
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$780
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$506
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$377
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$334
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$307
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$299
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$245
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|