Ma Private Wealth Portfolio Holdings by Sector
Ma Private Wealth
- $533 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO BND QUAL DYNF IVW VMBS EFG XCEM 55 stocks |
$522,750
98.36% of portfolio
|
  27  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,541
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD AVGO MU 3 stocks |
$1,616
0.3% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$904
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$872
0.16% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$468
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$348
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$262
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$254
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$238
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$218
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|