Soft Vest Advisors, LLC Portfolio Holdings by Sector
Soft Vest Advisors, LLC
- $993 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
XOP SPY XOP TLT TLT GLD TLT 7 stocks |
$504,075
50.74% of portfolio
|
5
|
- |
4
|
- |
1
Calls
3
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$434,974
43.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PBT 1 stocks |
$49,081
4.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$5,258
0.53% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|