Sunesis Advisors, LLC Portfolio Holdings by Sector
Sunesis Advisors, LLC
- $170 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG VXUS VEA SPYV BSV BIV SPY MBB 32 stocks |
$76,515
45.1% of portfolio
|
  13  
|
  8  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$73,090
43.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AVB CPT MAA 3 stocks |
$10,517
6.2% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$1,661
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
DCPH 1 stocks |
$1,514
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,284
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,208
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,077
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK 1 stocks |
$1,062
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD BA 2 stocks |
$489
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$427
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$356
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$235
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$210
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|