Leo H. Evart, Inc. Portfolio Holdings by Sector
Leo H. Evart, Inc.
- $65.2 Billion
- Q3 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD SCHG BIV BND RYH VUG VIG VTV 21 stocks |
$57.6 Million
88.36% of portfolio
|
  3  
|
  18  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.65 Million
4.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$1.91 Million
2.93% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$583,683
0.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$461,906
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$413,784
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
EXPD 1 stocks |
$394,442
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$348,994
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$212,878
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$205,375
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$203,106
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$202,518
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|