Wealthgarden F.S. LLC Portfolio Holdings by Sector

Wealthgarden F.S. LLC

$104 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QUAL IVV IVW DYNF SCHD SCHG JPST SPYV 86 stocks	$78.4 Million 83.38% of portfolio	42	38	9	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2.67 Million 2.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$2.4 Million 2.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.08 Million 2.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$1.97 Million 2.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$1.42 Million 1.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.16 Million 1.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$899,255 0.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$878,982 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$770,487 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$443,539 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AWF 1 stocks	$358,533 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$253,485 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$241,440 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services APLD 1 stocks	$84,300 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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