Midwest Heritage Bank, Fsb Portfolio Holdings by Sector
Midwest Heritage Bank, Fsb
- $197 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC CGCP CGDV FTA DFAS DFAI SPLG DUHP 38 stocks |
$166,288
97.45% of portfolio
|
  18  
|
  19  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$920
0.54% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BUI BIT NXP 3 stocks |
$687
0.4% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$544
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$490
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VOD LUMN 3 stocks |
$472
0.28% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$418
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$411
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$314
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
RC 1 stocks |
$94
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|