Jentner Corp Portfolio Holdings by Sector
Jentner Corp
- $242 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VUG BSV DFIC VBK DFSV DFEM DFUV IVV 30 stocks |
$232,093
96.07% of portfolio
|
5
|
22
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SYBT NWBI 2 stocks |
$2,098
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$1,678
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1,279
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,211
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1,141
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
$604
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$319
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$293
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$271
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$267
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$223
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
NGD 1 stocks |
$99
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|