Babb Wealth Advisors LLC Portfolio Holdings by Sector
Babb Wealth Advisors LLC
- $154 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFAT DFUS DFCF DFSD DFUV SCHB 7 stocks |
$91 Million
97.07% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$2.06 Million
2.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$282,603
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$207,989
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PNW 1 stocks |
$200,788
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|