Interactive Financial Advisors Portfolio Holdings by Sector
Interactive Financial Advisors
- $187 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG VIG VEA QQQ TLT QUAL SPIB 76 stocks |
$181,219
96.86% of portfolio
|
  36  
|
  38  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,885
1.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$615
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
GATX 1 stocks |
$595
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP NEE 2 stocks |
$582
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$450
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$430
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$358
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$268
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$261
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$217
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$208
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|