Williams Financial, LLC Portfolio Holdings by Sector
Williams Financial, LLC
- $125 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYV DBEF SCHO IWY BCI VRP VO DFAS 9 stocks |
$104,889
98.53% of portfolio
|
  5  
|
  4  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$674
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$457
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
TD 1 stocks |
$227
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$210
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|