Absher Wealth Management, LLC Portfolio Holdings by Sector
Absher Wealth Management, LLC
- $823 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Tools & Accessories | Industrials
LECO SNA 2 stocks |
$69,404
8.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN MRK PFE 4 stocks |
$58,100
7.06% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG 3 stocks |
$52,323
6.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB 1 stocks |
$49,231
5.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$44,620
5.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL 3 stocks |
$43,217
5.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$40,667
4.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI NXPI TXN NVDA AVGO TSM 6 stocks |
$37,531
4.56% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR CMI AME MIR 4 stocks |
$37,419
4.55% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$34,712
4.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$33,758
4.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$32,194
3.91% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$31,651
3.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL 2 stocks |
$30,165
3.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$27,760
3.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$27,724
3.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$27,465
3.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW 2 stocks |
$26,481
3.22% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH 2 stocks |
$23,526
2.86% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$22,634
2.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$22,306
2.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT 2 stocks |
$21,499
2.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVV VEA SPMD BND IEMG DFAS AVUV AVDV 16 stocks |
$3,751
0.46% of portfolio
|
14
|
- |
14
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$3,306
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$2,999
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$2,547
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$2,246
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PAYC 1 stocks |
$1,275
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$1,266
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$1,176
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1,114
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MCY 1 stocks |
$1,107
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM AZO 2 stocks |
$988
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT 1 stocks |
$813
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$802
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$706
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$702
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$655
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$555
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$456
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
UI 1 stocks |
$334
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$317
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$298
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$291
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
HON 1 stocks |
$238
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$229
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|