White Wing Wealth Management Portfolio Holdings by Sector
White Wing Wealth Management
- $146 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JPST QQQ VEA VB VIG SCHJ DFSD DFAT 13 stocks |
$89,294
61.17% of portfolio
|
  7  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$46,380
31.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$2,708
1.86% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,653
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,595
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP 4 stocks |
$1,288
0.88% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG CAKE 2 stocks |
$767
0.53% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$537
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$476
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$465
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$366
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$255
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$186
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|