Ma Private Wealth Portfolio Holdings by Sector
Ma Private Wealth
- $533 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO BND QUAL DYNF IVW VMBS EFG XCEM 54 stocks |
$522,242
98.24% of portfolio
|
  21  
|
  31  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,209
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD ADI AVGO MU 4 stocks |
$2,309
0.43% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,742
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$845
0.16% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$288
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$268
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$235
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$235
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$233
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|