Rench Wealth Management, Inc. Portfolio Holdings by Sector
Rench Wealth Management, Inc.
- $330 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA MCHP AVGO 3 stocks |
$44,431
13.48% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$25,377
7.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$23,588
7.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR NEE SO PEG 4 stocks |
$20,932
6.35% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$15,871
4.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$15,621
4.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK 2 stocks |
$14,218
4.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$14,172
4.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX BA 2 stocks |
$13,523
4.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,773
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$10,832
3.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX 2 stocks |
$9,573
2.9% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$8,556
2.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$8,175
2.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$8,056
2.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$8,053
2.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7,592
2.3% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$7,154
2.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$7,045
2.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$6,836
2.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU APP 2 stocks |
$6,125
1.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$6,092
1.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$5,776
1.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$5,084
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,053
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$4,923
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$4,431
1.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$3,059
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,700
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
RSP SCHD QQQ 3 stocks |
$1,951
0.59% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$674
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$601
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$376
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$278
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$263
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SMPL 1 stocks |
$248
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$245
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$219
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB 1 stocks |
$217
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|