5 T Wealth, LLC Portfolio Holdings by Sector
5 T Wealth, LLC
- $250 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IUSB BBUS QUAL JCPB IVV CGGR DYNF IVE 81 stocks |
$210 Million
92.24% of portfolio
|
55
|
24
|
6
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$2.85 Million
1.25% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.66 Million
1.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.41 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$1.73 Million
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1.26 Million
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$1.14 Million
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$893,504
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$597,542
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$584,722
0.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$579,267
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC C 2 stocks |
$502,619
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC 1 stocks |
$411,239
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC GBDC 2 stocks |
$398,756
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$376,236
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$327,439
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$272,598
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$224,924
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$218,160
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$208,575
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|