Tl Private Wealth Portfolio Holdings by Sector

Tl Private Wealth

$221 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VTV VO FTSL VEU LMBS VCSH HYDB 23 stocks	$213,559 96.51% of portfolio	12	10	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$989 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ETN EMR 3 stocks	$919 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$897 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$879 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$800 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$445 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$407 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$341 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$325 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$282 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$267 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$252 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$248 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$245 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$236 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$198 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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