Tl Private Wealth Portfolio Holdings by Sector

Tl Private Wealth

$220 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VTV VO FTSL VEU LMBS VCSH HYDB 22 stocks	$213,100 96.81% of portfolio	16	5	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$882 0.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$866 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ETN EMR 3 stocks	$819 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$808 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$796 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$386 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$381 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$316 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$287 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$278 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$253 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$250 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$240 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$229 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$222 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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