Stegner Investment Associates Inc. Portfolio Holdings by Sector
Stegner Investment Associates Inc.
- $147 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IWR VONE IWB VOO IWD VONG IVV 20 stocks |
$145,731
99.03% of portfolio
|
  6  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$611
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$305
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$257
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$256
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|