Fidelis I M, LLC Portfolio Holdings by Sector
Fidelis I M, LLC
- $204 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND SCHX VIG VO SCHA VCSH VXUS DLN 15 stocks |
$200,350
98.34% of portfolio
|
9
|
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,089
1.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$749
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$546
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|