Hassell Wealth Management, LLC Portfolio Holdings by Sector
Hassell Wealth Management, LLC
- $158 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA DFSV DFAC VGIT DFEM DISV ITOT MUB 19 stocks |
$96.5 Million
63.91% of portfolio
|
  12  
|
  4  
|
  5  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$53 Million
35.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$770,866
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$368,181
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$359,338
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|