Shade Tree Advisors LLC Portfolio Holdings by Sector
Shade Tree Advisors LLC
- $114 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$77.4 Million
67.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
VXUS BND VTEB VOO VT BIV SPY EQAL 12 stocks |
$30 Million
26.25% of portfolio
|
  5  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
GFS 1 stocks |
$4.54 Million
3.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IT 1 stocks |
$1.51 Million
1.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$804,821
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
WOOF 1 stocks |
$97,352
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|