Fiduciary Counselling Inc Portfolio Holdings by Sector
Fiduciary Counselling Inc
- $37.3 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB VOO XOP ESGE 4 stocks |
$13,500
36.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY PCH 2 stocks |
$11,771
31.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$10,232
27.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,669
4.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$90
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
CLW 1 stocks |
$59
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$18
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|