Meritas Wealth Management, LLC Portfolio Holdings by Sector

Meritas Wealth Management, LLC

$162 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUV DFAT DFUS AVUV DFIV DISV VTIP DFAU 22 stocks	$117 Million 77.81% of portfolio	13	5	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S MSFT ORCL FTNT 4 stocks	$14.5 Million 9.64% of portfolio	2	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.75 Million 6.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO ADSK 2 stocks	$2.72 Million 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$973,702 0.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$892,364 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$858,845 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$740,848 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$625,767 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$530,927 0.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$514,324 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$443,463 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$287,324 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$273,784 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials DLB 1 stocks	$256,758 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$51,879 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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