Woodside Wealth Management LLC Portfolio Holdings by Sector
Woodside Wealth Management LLC
- $116 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO SPSB VUG DFAC PRF USMV JPST SCHD 70 stocks |
$105 Million
90.55% of portfolio
|
  22  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$5.84 Million
5.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$4.07 Million
3.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$828,188
0.71% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$228,764
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|