Partners In Financial Planning Portfolio Holdings by Sector
Partners In Financial Planning
- $578 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND VUG VTV BNDX VEA BSV VBR VBK 63 stocks |
$535 Million
92.85% of portfolio
|
37
|
22
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11.7 Million
2.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC CSX UNP 3 stocks |
$3.66 Million
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.67 Million
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC NKSH CARE AUB 4 stocks |
$1.81 Million
0.31% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.66 Million
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.64 Million
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.36 Million
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.33 Million
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.29 Million
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW ABT 2 stocks |
$1.28 Million
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE 3 stocks |
$1 Million
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$971,827
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$884,109
0.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$839,073
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$777,430
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$666,619
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$642,167
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$619,286
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$590,485
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$556,160
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$489,917
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UDR 1 stocks |
$460,832
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$443,896
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO D 2 stocks |
$426,330
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$377,696
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$374,315
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$366,530
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$339,504
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF 1 stocks |
$328,436
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$297,851
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$285,717
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$267,305
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$260,867
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$256,251
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$222,143
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|