Lbj Family Wealth Advisors, Ltd. Portfolio Holdings by Sector
Lbj Family Wealth Advisors, Ltd.
- $168 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF IWD IWS IWP IWN WIP EFA IWO 19 stocks |
$162,904
96.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,567
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,530
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TCBI 1 stocks |
$1,356
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CPB 1 stocks |
$909
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|