Human Investing LLC Portfolio Holdings by Sector
Human Investing LLC
- $562 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VEA VYM IJH VIG BSV BNDX IVV 97 stocks |
$506,826
90.27% of portfolio
|
81
|
11
|
54
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO QCOM TXN NVDA TSM MU LASR MRVL 10 stocks |
$8,169
1.45% of portfolio
|
7
|
3
|
6
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY AMGN JNJ MRK GILD PFE NVS 8 stocks |
$6,827
1.22% of portfolio
|
3
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,109
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$4,052
0.72% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX ORCL FTNT PANW SQ 6 stocks |
$4,013
0.71% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB SCI 2 stocks |
$2,219
0.4% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B SLF ACGL 4 stocks |
$2,150
0.38% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN RARE MDXG VRTX 5 stocks |
$2,006
0.36% of portfolio
|
4
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,730
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN INFY IBM LDOS KD 5 stocks |
$1,625
0.29% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG MTCH PINS 4 stocks |
$1,357
0.24% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,341
0.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM YUMC 4 stocks |
$1,044
0.19% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ NTAP STX 3 stocks |
$882
0.16% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$879
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX RHI 2 stocks |
$808
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
KMB PG UL 3 stocks |
$784
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC VZ TMUS 3 stocks |
$682
0.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK STE TMCI ZBH MDT ZIMV 7 stocks |
$544
0.1% of portfolio
|
6
|
1
|
6
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF V MA OMF WU SYF 6 stocks |
$530
0.09% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM 2 stocks |
$443
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$419
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX LHX NOC 4 stocks |
$386
0.07% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ETN 2 stocks |
$379
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI JNPR 3 stocks |
$352
0.06% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO WAT 2 stocks |
$344
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS KHC 2 stocks |
$288
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM SMFG MUFG WFC RY TD 6 stocks |
$280
0.05% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$257
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
EIG MTG 2 stocks |
$256
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT OC JCI MAS 4 stocks |
$254
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI 2 stocks |
$247
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR 2 stocks |
$212
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$200
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB MTB RF 4 stocks |
$184
0.03% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG WEC NEE SO 4 stocks |
$158
0.03% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS MC 3 stocks |
$158
0.03% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR L CB TRV 4 stocks |
$152
0.03% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$148
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT WMT 2 stocks |
$139
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$138
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO WSM MUSA 3 stocks |
$132
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML 2 stocks |
$126
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM NGVC KR 3 stocks |
$121
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX MANU WBD 3 stocks |
$120
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$114
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$95
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SAP TYL NOW CRM LYFT TTD 7 stocks |
$84
0.01% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$82
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU ROST TJX 3 stocks |
$81
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD WPM 2 stocks |
$72
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG LYB 2 stocks |
$54
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST 2 stocks |
$42
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL SU TTE 3 stocks |
$34
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STT MAIN KKR NAD 4 stocks |
$33
0.01% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$31
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$30
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE STLD 2 stocks |
$24
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV UAL 2 stocks |
$22
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$21
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY USFD 2 stocks |
$20
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS TEVA ZTS 3 stocks |
$20
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR ICL 2 stocks |
$17
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$13
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$13
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$12
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ALC 2 stocks |
$10
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
TRU 1 stocks |
$10
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC MET 2 stocks |
$9
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$8
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$8
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NWN 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY GRMN MKSI 3 stocks |
$2
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
WVVI 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
XHR 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC CRH.L 2 stocks |
$1
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
TGNA 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|