Envision Financial LLC Portfolio Holdings by Sector
Envision Financial LLC
- $125 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX SCHX SCHF USFR VO UITB DTD 36 stocks |
$124 Million
99.59% of portfolio
|
36
|
- |
36
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$511,608
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|