Grunden Financial Advisory, Inc. Portfolio Holdings by Sector
Grunden Financial Advisory, Inc.
- $226 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DUHP DFSD DFUV DFSV DIHP DFUS 17 stocks |
$200 Million
94.93% of portfolio
|
  11  
|
  5  
|
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN NVDA 2 stocks |
$7.53 Million
3.58% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$870,075
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$405,191
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$360,744
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$303,768
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$279,884
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$254,762
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$245,096
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$226,458
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$203,898
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|