Orin Green Financial, LLC Portfolio Holdings by Sector
Orin Green Financial, LLC
- $230 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV CMF IJH VEA MUB EFA VV SPDW 52 stocks |
$196,869
85.62% of portfolio
|
23
|
13
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA AMD 3 stocks |
$16,408
7.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$2,906
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,625
1.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$2,263
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,377
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,284
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$1,163
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,033
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM GMED PACB 3 stocks |
$672
0.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$601
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$564
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$490
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$271
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TREX 1 stocks |
$271
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$268
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$260
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$233
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$225
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
PLX BLRX 2 stocks |
$96
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
NOK 1 stocks |
$43
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|