Interactive Financial Advisors Portfolio Holdings by Sector
Interactive Financial Advisors
- $182 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG VIG VEA QQQ QUAL TLT SPIB 70 stocks |
$176,292
96.72% of portfolio
|
  30  
|
  39  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,798
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
GATX 1 stocks |
$699
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP SO 2 stocks |
$585
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$568
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$491
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$375
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$365
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$358
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$259
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$246
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$233
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|