Woodside Wealth Management LLC Portfolio Holdings by Sector
Woodside Wealth Management LLC
- $127 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SPSB VUG DFAC PRF USMV JPST SCHD 72 stocks |
$113 Million
88.9% of portfolio
|
25
|
8
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$8.04 Million
6.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$4.4 Million
3.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$862,387
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$464,718
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$283,912
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|