Lbj Family Wealth Advisors, Ltd. Portfolio Holdings by Sector
Lbj Family Wealth Advisors, Ltd.
- $157 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF IWD IWP IWS IWN WIP IWO EFA 19 stocks |
$148,034
94.51% of portfolio
|
  7  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,597
1.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,453
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TCBI 1 stocks |
$1,418
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,338
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CPB 1 stocks |
$742
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$501
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$273
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$203
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
STTK 1 stocks |
$78
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|