Michael A. Dubis Financial Planning, LLC Portfolio Holdings by Sector
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SGOV VGIT VGSH SPTS DFIC SPTM VNQ ITOT 32 stocks |
$73,927
73.27% of portfolio
|
  17  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$21,660
21.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,183
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$893
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$587
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$466
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$274
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$249
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$238
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$217
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$208
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|