OLYMPUS WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
Report Period:
March 31, 2024No. of Stocks:
27Est Stock Holding Value:
$168,678,513Top Stock Holdings By Sector
Portfolio Stock Holdings - OLYMPUS WEALTH MANAGEMENT, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| IEFA | 558,119 | $41,423,592 | 24.56% | -122,948 | -$9,125,201 | -18.05% |
| SPY | 64,989 | $33,993,796 | 20.15% | -24,496 | -$12,813,123 | -27.37% |
| VOO | 54,994 | $26,435,616 | 15.67% | -16,142 | -$7,759,459 | -22.69% |
| SCHD | 237,933 | $19,184,538 | 11.37% | -50,751 | -$4,092,053 | -17.58% |
| IEMG | 287,369 | $14,828,240 | 8.79% | -54,227 | -$2,798,113 | -15.87% |
| JMUB | 120,109 | $6,094,331 | 3.61% | +120,109 | +$6,094,331 | Open |
| GLD | 29,061 | $5,978,429 | 3.54% | -12,875 | -$2,648,645 | -30.70% |
| DBC | 235,361 | $5,406,242 | 3.21% | +56,302 | +$1,293,257 | +31.44% |
| IJH | 64,034 | $3,865,733 | 2.29% | +47,694 | +$2,879,287 | +291.88% |
| TIP | 33,779 | $3,628,202 | 2.15% | -5,199 | -$558,425 | -13.34% |
| IWF | 10,353 | $3,489,479 | 2.07% | +2,671 | +$900,261 | +34.77% |
| XLRE | 63,850 | $2,523,991 | 1.50% | +399 | +$15,772 | +0.63% |
| EFA | 16,848 | $1,345,481 | 0.80% | -6,023 | -$480,997 | -26.33% |
| GSBD | 32,099 | $480,843 | 0.29% | +32,099 | +$480,843 | Open |
| BIZD | 0 | $0 | 0.00% | -27,309 | -$461,522 | -100.00% |
| MED | 0 | $0 | 0.00% | -48,598 | -$1,862,275 | -100.00% |
| MSFT | 0 | $0 | 0.00% | -2,000 | -$841,440 | -100.00% |
| ORCL | 0 | $0 | 0.00% | -5,903 | -$741,476 | -100.00% |
| PDBC | 0 | $0 | 0.00% | -66,359 | -$920,399 | -100.00% |
| STIP | 0 | $0 | 0.00% | -2,153 | -$214,073 | -100.00% |
| VTV | 0 | $0 | 0.00% | -15,641 | -$2,547,293 | -100.00% |
| AGG | 0 | $0 | 0.00% | -3,685 | -$360,909 | -100.00% |
| HYMB | 0 | $0 | 0.00% | -16,750 | -$430,308 | -100.00% |
| HYG | 0 | $0 | 0.00% | -3,437 | -$267,158 | -100.00% |
| VWO | 0 | $0 | 0.00% | -23,023 | -$961,671 | -100.00% |
| BRK.B | 0 | $0 | 0.00% | -1,921 | -$807,819 | -100.00% |
| BNDX | 0 | $0 | 0.00% | -5,306 | -$261,002 | -100.00% |