Refined Wealth Management Portfolio Holdings by Sector
Refined Wealth Management
- $122 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BNDX VSGX QQQ VTV SRLN BIV TLT VCLT 15 stocks |
$93,836
76.61% of portfolio
|
  5  
|
  8  
|
  3  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
OSTK AMZN 2 stocks |
$11,542
9.42% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$9,956
8.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$4,957
4.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$659
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$564
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$534
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$371
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Uranium | Energy
NXE DNN URG 3 stocks |
$70
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|