Ashford Advisors, LLC Portfolio Holdings by Sector
Ashford Advisors, LLC
- $452 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV FNDX SCHX ESGV ACWI SCHB EFA IWB 19 stocks |
$400,363
88.6% of portfolio
|
8
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$51,536
11.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|