Reicon Wealth Advisors, LLC Portfolio Holdings by Sector
Reicon Wealth Advisors, LLC
- $138 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY EQWL RSP VCIT VOO AGG SPY SDVY 38 stocks |
$130 Million
96.43% of portfolio
|
  38  
|
- |
  38  
|
- |
1
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.17 Million
1.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$639,705
0.47% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXSL ARCC 2 stocks |
$483,082
0.36% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$353,398
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$317,547
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$228,806
0.17% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226,968
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$213,760
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$191,104
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|