Lbj Family Wealth Advisors, Ltd. Portfolio Holdings by Sector
Lbj Family Wealth Advisors, Ltd.
- $169 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF IWD IWP IWS IWN WIP IWO EFA 19 stocks |
$163,669
96.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,610
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TCBI 1 stocks |
$1,484
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,372
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CPB 1 stocks |
$778
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|