Midwest Heritage Bank, Fsb Portfolio Holdings by Sector
Midwest Heritage Bank, Fsb
- $207 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC CGCP CGDV DFAS DUHP FTA DFAI CGGR 37 stocks |
$172,451
98.33% of portfolio
|
  15  
|
  22  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$804
0.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$470
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$463
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$401
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$289
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$253
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NXP 1 stocks |
$170
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VOD 1 stocks |
$86
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|