Hassell Wealth Management, LLC Portfolio Holdings by Sector
Hassell Wealth Management, LLC
- $234 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BNDX VCIT VEA DFSV VGIT VCSH DFAC DFEM 20 stocks |
$167 Million
72.9% of portfolio
|
12
|
8
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$60.3 Million
26.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.01 Million
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$437,367
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$203,575
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|