Woodside Wealth Management LLC Portfolio Holdings by Sector
Woodside Wealth Management LLC
- $108 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SPSB VUG DFAC PRF USMV JPST SCHD 69 stocks |
$98 Million
91.05% of portfolio
|
69
|
- |
69
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$5.14 Million
4.77% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3.63 Million
3.37% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$625,024
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$247,675
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|