Wealthgate Family Office, LLC Portfolio Holdings by Sector
Wealthgate Family Office, LLC
- $38.5 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IYG HEFA VWO EFA IAU IEFA EMQQ 8 stocks |
$26,228
68.13% of portfolio
|
  5  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
EVCM 1 stocks |
$2,770
7.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,672
6.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,886
4.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
LW CAG 2 stocks |
$1,403
3.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$691
1.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$472
1.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$448
1.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$398
1.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$375
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$344
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$310
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$263
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$236
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|