Goodwin Investment Advisory Portfolio Holdings by Sector
Goodwin Investment Advisory
- $93.2 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FBCG FBND FVAL ESGU VOO IVV XLG VUG 22 stocks |
$90,261
96.8% of portfolio
|
  7  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$1,236
1.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AXSM 1 stocks |
$515
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$486
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$303
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$239
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$202
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|