White Wing Wealth Management Portfolio Holdings by Sector
White Wing Wealth Management
- $128 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JPST VEA VB QQQ SCHJ VIG DFSD DFAT 16 stocks |
$79,315
62.04% of portfolio
|
  6  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$40,985
32.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,877
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,618
1.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,506
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX BP XOM 3 stocks |
$1,205
0.94% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$486
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$358
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$275
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$214
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|