Serenus Wealth Advisors, LLC Portfolio Holdings by Sector
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR SPY QQQ IVV DGRW IJH MDY XLK 38 stocks |
$553 Million
96.22% of portfolio
|
38
|
- |
38
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.39 Million
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$3.97 Million
0.69% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.92 Million
0.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.31 Million
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.05 Million
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$1.11 Million
0.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$902,385
0.16% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR GBDC BX 3 stocks |
$755,022
0.13% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
AIO 1 stocks |
$545,455
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$530,646
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$365,441
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$331,222
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
HLI 1 stocks |
$279,593
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CNOB 1 stocks |
$209,145
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$73,135
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|