Instrumental Wealth, LLC Portfolio Holdings by Sector
Instrumental Wealth, LLC
- $230 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
RIOT 1 stocks |
$136 Million
63.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IVW IJH COWZ IVE IVV ICOW CALF VNQ 18 stocks |
$71 Million
32.82% of portfolio
|
  6  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1.41 Million
0.65% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.3 Million
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.08 Million
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$979,594
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$906,743
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$845,137
0.39% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK LLY 2 stocks |
$729,816
0.34% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BXMX PTY 2 stocks |
$464,588
0.21% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$283,941
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$278,287
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
HRTG 1 stocks |
$218,993
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$212,923
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$210,263
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
QBTS 1 stocks |
$40,842
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|