Divergent Planning, LLC Portfolio Holdings by Sector
Divergent Planning, LLC
- $296 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AVDV MDY JMBS DFAS AVUS JAAA VTEB 19 stocks |
$289,280
97.88% of portfolio
|
  15  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,264
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$760
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$719
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$583
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$571
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$500
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$450
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$223
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$210
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|