Charis Legacy Partners, LLC Portfolio Holdings by Sector
Charis Legacy Partners, LLC
- $49 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VXUS VXF BND RSP BNDX VEA VTV 16 stocks |
$41.2 Million
84.13% of portfolio
|
16
|
- |
16
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.98 Million
10.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$1.17 Million
2.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.03 Million
2.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$605,809
1.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|