Wheelhouse Advisory Group LLC Portfolio Holdings by Sector

Wheelhouse Advisory Group LLC

$155 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VHT VOOG VV VIG MGK VGT VO 20 stocks	$132 Million 91.53% of portfolio	15	5	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.42 Million 0.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$1.07 Million 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$998,641 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$994,781 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE NEE 2 stocks	$889,310 0.62% of portfolio	1	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$871,551 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$802,776 0.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$775,549 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MYD MQY 2 stocks	$763,702 0.53% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$682,340 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$529,843 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$494,781 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$479,432 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$477,381 0.33% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$425,657 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$356,271 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$200,838 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts

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