Noble Family Wealth, LLC Portfolio Holdings by Sector
Noble Family Wealth, LLC
- $409 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG VTV SCHD VEA SCHA VUG SCHV SCHM 59 stocks |
$404 Million
98.71% of portfolio
|
  41  
|
  10  
|
  9  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.8 Million
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$729,797
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$728,800
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$473,316
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$341,180
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$275,415
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$265,320
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$260,516
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$209,916
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$202,692
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|