Somnio Financial Group, LLC Portfolio Holdings by Sector
Somnio Financial Group, LLC
- $151 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VEU VO AGG VNQ IJR JNK BNDX 12 stocks |
$151 Million
99.68% of portfolio
|
10
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$257,922
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$219,937
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|