Triune Financial Partners, LLC Portfolio Holdings by Sector
Triune Financial Partners, LLC
- $319 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFUV DFAT VEU IWV IVV VTV AVUS 14 stocks |
$218 Million
97.16% of portfolio
|
  14  
|
- |
  14  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.16 Million
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$1.06 Million
0.47% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY MRK 2 stocks |
$820,823
0.37% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SMBC EQBK CFFN 3 stocks |
$731,403
0.33% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$475,855
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$431,626
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$381,142
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$356,143
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$324,893
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$234,030
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$228,266
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
CMP 1 stocks |
$122,853
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
POWW 1 stocks |
$29,136
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|