Noble Family Wealth, LLC Portfolio Holdings by Sector
Noble Family Wealth, LLC
- $363 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VIG SCHD VTV VEA SCHA SCHV VUG SCHM 50 stocks |
$358 Million
98.66% of portfolio
|
15
|
26
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.3 Million
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$798,442
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$773,230
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$506,040
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$295,401
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$262,798
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$240,350
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SBCF 1 stocks |
$238,569
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$233,035
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$212,497
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|