Wheelhouse Advisory Group LLC Portfolio Holdings by Sector

Wheelhouse Advisory Group LLC

$203 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOOG VOO VHT VV MGK VIG VGT DFSD 19 stocks	$176 Million 92.71% of portfolio	13	6	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.64 Million 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.33 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1.3 Million 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.13 Million 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$979,608 0.52% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$957,293 0.5% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$940,305 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$904,695 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$776,644 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$671,861 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$597,964 0.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE 1 stocks	$564,493 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$504,205 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$464,972 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$424,635 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$372,605 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MYD 1 stocks	$302,793 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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