Droms Strauss Advisors Inc Portfolio Holdings by Sector

Droms Strauss Advisors Inc

$282 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV GSLC IVE IVW VTV QQQ SCHX VUG 44 stocks	$254,877 90.34% of portfolio	21	18	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$4,666 1.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4,061 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$3,600 1.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,545 1.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,148 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$1,652 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1,221 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,009 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$948 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$848 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$773 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$768 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ 2 stocks	$523 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$342 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$330 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials FBHS 1 stocks	$297 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$288 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE 1 stocks	$225 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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