Sentinel Wealth Management, Inc. Portfolio Holdings by Sector
Sentinel Wealth Management, Inc.
- $106 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB DFAS DFSV VONV DFAI SUB DFNM IWN 30 stocks |
$92,347
96.5% of portfolio
|
30
|
- |
30
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$1,726
1.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE PAA ET 4 stocks |
$1,261
1.32% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$358
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|