Grand Wealth Management, LLC Portfolio Holdings by Sector
Grand Wealth Management, LLC
- $170 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC AVDE AVUS AVEM DFIC ITOT VCSH IEMG 56 stocks |
$154,287
98.71% of portfolio
|
  21  
|
  15  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,329
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$503
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
ABC 1 stocks |
$185
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZOM 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|