Wrenne Financial Planning LLC Portfolio Holdings by Sector
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEU SLYV VNQ BND VWO VXUS SPDW MUB 33 stocks |
$123 Million
73.45% of portfolio
|
  24  
|
  6  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$38.1 Million
22.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.01 Million
1.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$968,637
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$352,189
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$324,420
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$321,172
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$310,506
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$260,201
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$240,608
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$237,340
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARES 1 stocks |
$225,889
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$213,448
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|