Sprinkle Financial Consultants LLC Portfolio Holdings by Sector
Sprinkle Financial Consultants LLC
- $147 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX IJR DFUV JPSE IVV SCHG JCPB IVW 34 stocks |
$81.6 Million
71.78% of portfolio
|
28
|
6
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE WMB 2 stocks |
$9.35 Million
8.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS 1 stocks |
$5.15 Million
4.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.53 Million
2.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.5 Million
2.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.38 Million
2.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$2.11 Million
1.86% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$1.95 Million
1.71% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$1.74 Million
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.24 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$996,786
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$745,299
0.66% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ LBRDK 2 stocks |
$716,895
0.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$555,911
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
SSP 1 stocks |
$112,476
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|