Wooster Corthell Wealth Management, Inc. Portfolio Holdings by Sector
Wooster Corthell Wealth Management, Inc.
- $437 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MGC SCHF ITOT VGIT VO SCHP VB VEA 40 stocks |
$381,930
87.41% of portfolio
|
  16  
|
  23  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$45,741
10.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
B 1 stocks |
$3,010
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,087
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,814
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$706
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$637
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$386
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$333
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$285
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|