Wheelhouse Advisory Group LLC Portfolio Holdings by Sector
Wheelhouse Advisory Group LLC
- $142 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VOOG VHT VV MGK VIG VGT VO 18 stocks |
$121 Million
91.26% of portfolio
|
  13  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.41 Million
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.09 Million
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$1.09 Million
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$990,255
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$822,525
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$776,535
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$734,200
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
MYD MQY 2 stocks |
$726,743
0.55% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$715,846
0.54% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEE 1 stocks |
$639,016
0.48% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$536,837
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$526,887
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$459,500
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$412,338
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$337,424
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$311,114
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|