Strategic Equity Management Portfolio Holdings by Sector
Strategic Equity Management
- $130 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SPY IWV VV IWL IVW ITOT COWZ 36 stocks |
$127,044
97.51% of portfolio
|
  28  
|
  8  
|
  10  
|
- |
0
Calls
0
Puts
|
$855
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$664
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$502
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF 1 stocks |
$354
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$334
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$311
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$222
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|