Transparent Wealth Partners LLC Portfolio Holdings by Sector
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG SCHG RSP IJR BSCO VO MGV SCHV 23 stocks |
$131,933
97.05% of portfolio
|
  16  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,473
1.08% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$922
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$486
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$444
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$317
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$309
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$63
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|