Aureum Wealth Management, LLC Portfolio Holdings by Sector
Aureum Wealth Management, LLC
- $108 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPYV IEFA MBB GLDM JEPI HDV SPLG 42 stocks |
$99.7 Million
97.06% of portfolio
|
  42  
|
- |
  42  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.27 Million
1.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$964,338
0.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CBU MTB 2 stocks |
$712,315
0.69% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
RWT 1 stocks |
$73,201
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|