M Wealth Management, LLC Portfolio Holdings by Sector
M Wealth Management, LLC
- $110 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU PULS TOTL USFR VXUS DFAC SCHP PDBC 34 stocks |
$102 Million
97.12% of portfolio
|
  34  
|
- |
  34  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.08 Million
1.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$358,227
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$355,380
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$219,172
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|