Dale Q Rice Investment Management LTD Portfolio Holdings by Sector
Dale Q Rice Investment Management LTD
- $227 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USD QLD QQQ SPY XSD IJH IHI IYW 31 stocks |
$124 Million
55.15% of portfolio
|
31
|
- |
31
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$55.2 Million
24.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$7.05 Million
3.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA VWAGY 2 stocks |
$6.45 Million
2.88% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$6.32 Million
2.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW PLTR 3 stocks |
$4.45 Million
1.98% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$4.31 Million
1.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$3.32 Million
1.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.8 Million
1.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1.65 Million
0.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT 1 stocks |
$1.54 Million
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.48 Million
0.66% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.19 Million
0.53% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$861,298
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$744,639
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$594,424
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$592,689
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$586,882
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$534,597
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$497,638
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$429,674
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|