Latko Wealth Management, Ltd. Portfolio Holdings by Sector
Latko Wealth Management, Ltd.
- $154 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
IVV DIA QQQM SCHD SPY QQQ IEI VO 17 stocks |
$145,887
94.6% of portfolio
|
5
|
12
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,718
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$2,462
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1,117
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$932
0.6% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$364
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$293
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$224
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$218
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|