Kooman & Associates Portfolio Holdings by Sector

Kooman & Associates

$271 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU DFIC DFEM DFUV DUHP IVV IAGG SHY 20 stocks	$258 Million 95.47% of portfolio	14	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.95 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.64 Million 0.61% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ 3 stocks	$1.22 Million 0.45% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.19 Million 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$913,726 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$898,454 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$820,336 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$708,477 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$698,924 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$422,435 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$303,491 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$300,669 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$269,802 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$264,856 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$221,576 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$211,259 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$207,963 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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