Libra Wealth LLC Portfolio Holdings by Sector
Libra Wealth LLC
- $228 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGIT VEA DFAT SCHF SCHB SCHR AVUV ESGV 35 stocks |
$150,581
66.11% of portfolio
|
12
|
14
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$46,201
20.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
IOT MSFT SQ 3 stocks |
$12,399
5.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$5,027
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,597
2.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$2,875
1.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,005
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
LC AXP 2 stocks |
$937
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$868
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$780
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$650
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$571
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$457
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$329
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$285
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$227
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|