Adaptive Financial Consulting, LLC Portfolio Holdings by Sector
Adaptive Financial Consulting, LLC
- $241 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG VCSH IVV USMV IVW QQQ VCR IEFA 18 stocks |
$240,146
99.53% of portfolio
|
3
|
12
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$492
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC 1 stocks |
$368
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$272
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|