Soft Vest Advisors, LLC Portfolio Holdings by Sector
Soft Vest Advisors, LLC
- $1.12 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY XOP XOP 3 stocks |
$542,803
48.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
2
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$521,118
46.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PBT 1 stocks |
$43,898
3.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$13,640
1.22% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|