Goodwin Investment Advisory Portfolio Holdings by Sector
Goodwin Investment Advisory
- $191 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FBCG FBND FVAL VBR PHYL SCHP ESGU IWR 31 stocks |
$186,966
97.68% of portfolio
|
  8  
|
  18  
|
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
SIGI 1 stocks |
$1,514
0.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BK 1 stocks |
$871
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$543
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$374
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
AXSM 1 stocks |
$358
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$292
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$285
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$203
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|