Wooster Corthell Wealth Management, Inc. Portfolio Holdings by Sector
Wooster Corthell Wealth Management, Inc.
- $459 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MGC ITOT SCHF VGIT VO SCHP VB VCIT 41 stocks |
$400,161
87.1% of portfolio
|
  18  
|
  23  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$47,952
10.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,536
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,428
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
B 1 stocks |
$2,001
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,543
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$675
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
GWRE 1 stocks |
$601
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$592
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$399
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$306
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$230
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|