Rolek Wealth Management LLC Portfolio Holdings by Sector
Rolek Wealth Management LLC
- $128 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VOO VGT MGK SCHG IVV XLK 7 stocks |
$88.4 Million
69.26% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$37.6 Million
29.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$752,957
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$671,180
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$208,347
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|