Lbj Family Wealth Advisors, Ltd. Portfolio Holdings by Sector
Lbj Family Wealth Advisors, Ltd.
- $172 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF IWD IWP IWS IWN WIP IWO EFA 19 stocks |
$163,225
94.95% of portfolio
|
  14  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,354
1.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,561
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TCBI 1 stocks |
$1,507
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,480
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$664
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CPB 1 stocks |
$570
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$293
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$251
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|