Sentinel Wealth Management, Inc. Portfolio Holdings by Sector
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB DFAS DFSV VONV DFAI DFNM SUB IWN 30 stocks |
$98,413
96.86% of portfolio
|
7
|
8
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$1,839
1.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE PAA 3 stocks |
$1,002
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$353
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|