Pioneer Wealth Management Group Portfolio Holdings by Sector
Pioneer Wealth Management Group
- $232 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU SCHZ DFAI VCIT DFAE SCHH DFCF DFAS 31 stocks |
$229 Million
99.03% of portfolio
|
  21  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$763,838
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$642,291
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$411,933
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$216,962
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
CHRW 1 stocks |
$204,800
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|