Goodwin Investment Advisory Portfolio Holdings by Sector
Goodwin Investment Advisory
- $64.4 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FBCG FBND ESGU FVAL VOO IVV XLG MUNI 18 stocks |
$59,404
92.29% of portfolio
|
  1  
|
  17  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$1,482
2.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK 1 stocks |
$951
1.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$536
0.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
AXSM 1 stocks |
$494
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$309
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$285
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$266
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$225
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$216
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$202
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|