Planwiser Financial, LLC Portfolio Holdings by Sector
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS IVV SPTI VMBS VTV VUG SPDW ILTB 42 stocks |
$98.3 Million
96.18% of portfolio
|
42
|
- |
42
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$2.84 Million
2.77% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EWI 1 stocks |
$1.07 Million
1.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|