Rench Wealth Management, Inc. Portfolio Holdings by Sector
Rench Wealth Management, Inc.
- $308 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA MCHP AVGO 3 stocks |
$40,365
13.11% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$24,336
7.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR NEE SO PEG 4 stocks |
$19,390
6.3% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19,062
6.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$15,837
5.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$14,592
4.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK 2 stocks |
$12,192
3.96% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,662
3.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX BA 2 stocks |
$11,599
3.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$10,210
3.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$10,125
3.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$9,177
2.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$8,863
2.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$8,156
2.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$8,133
2.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$8,037
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7,916
2.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$6,939
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$6,893
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$6,854
2.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU APP 2 stocks |
$6,681
2.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$6,392
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$5,811
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$5,044
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,035
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$4,527
1.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$4,378
1.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$3,323
1.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
RSP SCHD IWS QQQ 4 stocks |
$2,245
0.73% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$2,066
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$700
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$590
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SMPL 1 stocks |
$315
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$257
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$209
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|