Shaker Financial Services, LLC Portfolio Holdings by Sector
Shaker Financial Services, LLC
- $251 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Asset Management | Financial Services
STEW CET RMT ASG CSQ TY CHW QQQX 149 stocks |
$221,060
89.75% of portfolio
|
  71  
|
  75  
|
  21  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
SPY SDHY NMAI FINS WDI RSF MEGI BMEZ 10 stocks |
$18,075
7.34% of portfolio
|
  9  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
N/A | N/A
HGLB CPZ DLY AIO 4 stocks |
$5,828
2.37% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$709
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$363
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$262
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|