Moller Financial Services Portfolio Holdings by Sector
Moller Financial Services
- $400 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
GUNR FNDA VTIP VB VV IVV FNDX VNQ 49 stocks |
$383,108
95.8% of portfolio
|
  20  
|
  19  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$8,047
2.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR VTI 2 stocks |
$1,755
0.44% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
$1,370
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,175
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE ITW 2 stocks |
$1,066
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$871
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$784
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$403
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$316
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$311
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$267
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$229
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
SJM 1 stocks |
$215
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|