Goodwin Investment Advisory Portfolio Holdings by Sector
Goodwin Investment Advisory
- $231 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FBCG FVAL FBND IWR VBR SCHP ESGU MUNI 28 stocks |
$226,809
98.2% of portfolio
|
  7  
|
  17  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$1,515
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK 1 stocks |
$815
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$502
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$419
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
AXSM 1 stocks |
$381
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$285
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$233
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|