Towneley Capital Management, Inc / De Portfolio Holdings by Sector
Towneley Capital Management, Inc / De
- $421 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VXUS WINN VGIT VCSH SCHD JMBS SCHO SGOL 35 stocks |
$283 Million
67.32% of portfolio
|
  17  
|
  18  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$127 Million
30.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$6.31 Million
1.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.13 Million
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$991,580
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CASS 1 stocks |
$611,367
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$436,509
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$353,839
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$288,734
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
SELF 1 stocks |
$240,298
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|