Wealthgarden F.S. LLC Portfolio Holdings by Sector
Wealthgarden F.S. LLC
- $120 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QUAL IVW IVV SCHG DYNF EFV SPYV JPST 89 stocks |
$86 Million
81.03% of portfolio
|
  47  
|
  39  
|
  8  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$4.6 Million
4.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$3.37 Million
3.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2.19 Million
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.06 Million
1.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.67 Million
1.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.3 Million
1.22% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$1.27 Million
1.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.06 Million
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$931,379
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$549,221
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$517,883
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AWF 1 stocks |
$367,332
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$245,048
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|