Boulder Wealth Advisors, LLC Portfolio Holdings by Sector
Boulder Wealth Advisors, LLC
- $194 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB IVV IWF QUAL ESGU PRF JCPB XMHQ 16 stocks |
$185,414
95.56% of portfolio
|
  9  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$2,147
1.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,741
0.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,628
0.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$1,363
0.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$1,078
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$336
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$313
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|