Stegner Investment Associates Inc. Portfolio Holdings by Sector
Stegner Investment Associates Inc.
- $163 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IWR VONE IWB VOO IWD VONG IVV 20 stocks |
$160,933
98.61% of portfolio
|
  7  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$759
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$543
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$293
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$244
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$220
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP 1 stocks |
$207
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|