Graver Capital Management, LLC Portfolio Holdings by Sector
Graver Capital Management, LLC
- $95.7 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS MOAT DFAT DFAI DFCF SCHB DFAE DFIV 11 stocks |
$88.1 Million
92.02% of portfolio
|
  11  
|
- |
  11  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PEBO HBAN 2 stocks |
$2.09 Million
2.19% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.23 Million
1.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$839,130
0.88% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
WMS 1 stocks |
$770,590
0.81% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D DUK 2 stocks |
$646,360
0.68% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM MCD 2 stocks |
$527,482
0.55% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$470,875
0.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$456,180
0.48% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$356,509
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$242,403
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|