5 T Wealth, LLC Portfolio Holdings by Sector
5 T Wealth, LLC
- $187 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
ETFs | ETFs
IUSB QUAL BBUS IVV SPY CGGR IVE BBIN 70 stocks |
$154 Million
87.98% of portfolio
|
30
|
38
|
3
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PLTR PANW MSFT 4 stocks |
$9.52 Million
5.44% of portfolio
|
2
|
2
|
- | - |
0
Calls
1
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL SPOT 3 stocks |
$1.95 Million
1.11% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$1.58 Million
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.54 Million
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.39 Million
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1.13 Million
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$850,081
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$674,458
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GBDC ARCC 2 stocks |
$659,396
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$518,779
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC 1 stocks |
$387,293
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$385,059
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$254,377
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$223,550
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|