Strategic Equity Management Portfolio Holdings by Sector
Strategic Equity Management
- $208 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SPY VV IWV IJH IVW ITOT COWZ 36 stocks |
$198,034
95.42% of portfolio
|
  26  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,849
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,221
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$967
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$966
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$959
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$854
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$551
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$412
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$372
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PSN 1 stocks |
$326
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$300
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF 1 stocks |
$289
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$230
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$210
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|