Investments & Financial Planning, LLC Portfolio Holdings by Sector
Investments & Financial Planning, LLC
- $162 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VB SPYG IJH VO CGGR URTH VT VCSH 27 stocks |
$155,285
95.74% of portfolio
|
  16  
|
  11  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$3,092
1.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,225
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$744
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$413
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$222
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$210
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|