Kooman & Associates Portfolio Holdings by Sector
Kooman & Associates
- $240 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU DFIC DFEM DFUV DUHP IVV IAGG SHY 20 stocks |
$231 Million
96.19% of portfolio
|
  16  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.46 Million
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.43 Million
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$910,788
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$905,393
0.38% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$817,926
0.34% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$752,404
0.31% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM TTE 3 stocks |
$723,722
0.3% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$676,786
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$541,788
0.23% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$395,890
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$258,942
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$240,835
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|