Efficient Wealth Management LLC Portfolio Holdings
Q3 2025•1,476 long positions•$462.7M portfolio value
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Holding1,577 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $58.7M 12.69% | +$1.2M Bought | — 1.2M shares | 1.1M → 1.2M +$1.2M | +2.17% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $58.5M 12.65% | -$1.2M Sold | — 976.6K shares | 997.3K → 976.6K −$1.2M | -2.08% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $42.9M 9.27% | -$919.8K Sold | — 70.0K shares | 71.5K → 70.0K −$919.8K | -2.1% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $32.9M 7.1% | +$1.4M Bought | — 664.6K shares | 635.4K → 664.6K +$1.4M | +4.59% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $29.2M 6.32% | -$38.8K Sold | — 167.4K shares | 167.6K → 167.4K −$38.8K | -0.13% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.9M 5.17% | +$1.7M Bought | — 335.5K shares | 312.0K → 335.5K +$1.7M | +7.54% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $23.8M 5.14% | -$406.8K Sold | — 168.8K shares | 171.7K → 168.8K −$406.8K | -1.68% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $19.6M 4.24% | -$83.1K Sold | — 94.0K shares | 94.4K → 94.0K −$83.1K | -0.42% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $17.6M 3.8% | -$771.9K Sold | — 53.6K shares | 55.9K → 53.6K −$771.9K | -4.21% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.2M 2.86% | -$5.9K Sold | — 144.5K shares | 144.6K → 144.5K −$5.9K | -0.04% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $11.7M 2.53% | +$266.7K Bought | — 39.8K shares | 38.9K → 39.8K +$266.7K | +2.33% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $11.2M 2.43% | -$331.8K Sold | — 291.4K shares | 300.0K → 291.4K −$331.8K | -2.87% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $9.6M 2.07% | +$414.4K Bought | — 19.9K shares | 19.1K → 19.9K +$414.4K | +4.53% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.8M 1.91% | +$329.7K Bought | — 87.9K shares | 84.6K → 87.9K +$329.7K | +3.87% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $7.3M 1.58% | -$193.8K Sold | — 83.7K shares | 86.0K → 83.7K −$193.8K | -2.58% | — — | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $5.5M 1.2% | +$3.7M Bought | 0.0% 29.7K shares | 9.9K → 29.7K +$3.7M | +201.21% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $4.7M 1.01% | -$85.6K Sold | 0.0% 18.3K shares | 18.6K → 18.3K −$85.6K | -1.8% | $3.78T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $3.3M 0.718% | -$267.5K Sold | — 61.4K shares | 66.3K → 61.4K −$267.5K | -7.45% | — — | Q3 2019 Held for 6y 2m | |
Oil & Gas Midstream Energy | $3.0M 0.646% | -$81.0K Sold | 0.005% 105.5K shares | 108.4K → 105.5K −$81.0K | -2.64% | $62.9B Large Cap | Q3 2019 Held for 6y 2m | |
Personal Products & Services Consumer Cyclical | $2.9M 0.631% | — | 0.025% 35.1K shares | — | — | $11.7B Large Cap | Q3 2019 Held for 6y 2m | |
Aerospace & Defense Industrials | $2.8M 0.6% | +$1.3K Bought | 0.002% 12.9K shares | 12.9K → 12.9K +$1.3K | +0.05% | $163.20B Large Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $2.7M 0.586% | +$28.8K Bought | — 34.4K shares | 34.0K → 34.4K +$28.8K | +1.07% | — — | Q3 2019 Held for 6y 2m | |
Insurance - Diversified Financial Services | $2.7M 0.584% | +$207.6K Bought | 0.0% 5.4K shares | 5.0K → 5.4K +$207.6K | +8.32% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.6M 0.56% | +$263.3K Bought | 0.0% 5.8K shares | 5.2K → 5.8K +$263.3K | +11.3% | $1.48T Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $2.6M 0.556% | -$5.7K Sold | 0.0% 5.0K shares | 5.0K → 5.0K −$5.7K | -0.22% | $3.85T Mega Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $2.3M 0.491% | -$120.5K Sold | — 17.3K shares | 18.2K → 17.3K −$120.5K | -5.04% | — — | Q1 2022 Held for 3y 8m | |
Oil & Gas Integrated Energy | $2.2M 0.474% | -$370.5K Sold | 0.0% 19.5K shares | 22.8K → 19.5K −$370.5K | -14.44% | $480.68B Mega Cap | Q3 2019 Held for 6y 2m | |
Specialty Retail Consumer Cyclical | $2.1M 0.448% | +$189.7K Bought | 0.0% 9.4K shares | 8.6K → 9.4K +$189.7K | +10.08% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Equipment & Services Energy | $1.9M 0.42% | -$20.3K Sold | 0.009% 79.1K shares | 79.9K → 79.1K −$20.3K | -1.04% | $21.0B Large Cap | Q3 2019 Held for 6y 2m | |
Oil & Gas Midstream Energy | $1.8M 0.381% | +$50.0K Bought | 0.003% 56.4K shares | 54.8K → 56.4K +$50.0K | +2.92% | $67.7B Large Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.7M 0.357% | — | — 13.9K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.4M 0.307% | -$81.9K Sold | — 60.4K shares | 63.9K → 60.4K −$81.9K | -5.46% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.3M 0.286% | -$14.4K Sold | — 6.6K shares | 6.7K → 6.6K −$14.4K | -1.07% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.2M 0.252% | -$64.2K Sold | — 15.7K shares | 16.5K → 15.7K −$64.2K | -5.22% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.1M 0.24% | -$20.2K Sold | — 11.1K shares | 11.3K → 11.1K −$20.2K | -1.78% | — — | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $1.1M 0.235% | -$11.7K Sold | 0.0% 4.5K shares | 4.5K → 4.5K −$11.7K | -1.06% | $2.95T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.0M 0.221% | -$47.4K Sold | — 10.2K shares | 10.7K → 10.2K −$47.4K | -4.44% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.0M 0.217% | +$35.5K Bought | — 1.5K shares | 1.4K → 1.5K +$35.5K | +3.67% | — — | Q3 2019 Held for 6y 2m | |
Internet Content & Information Communication Services | $960.6K 0.208% | +$68.3K Bought | 0.0% 1.3K shares | 1.2K → 1.3K +$68.3K | +7.65% | $1.84T Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Midstream Energy | $829.3K 0.179% | -$33.9K Sold | 0.001% 48.3K shares | 50.3K → 48.3K −$33.9K | -3.92% | $58.9B Large Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $807.5K 0.175% | -$34.6K Sold | — 16.0K shares | 16.6K → 16.0K −$34.6K | -4.11% | — — | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $715.2K 0.155% | +$67.0K Bought | 0.0% 2.2K shares | 2.0K → 2.2K +$67.0K | +10.33% | $1.56T Mega Cap | Q3 2021 Held for 4y 2m | |
Airlines, Airports & Air Services Industrials | $671.7K 0.145% | +$2.5K Bought | 0.002% 7.0K shares | 6.9K → 7.0K +$2.5K | +0.37% | $31.2B Large Cap | Q3 2019 Held for 6y 2m | |
ETF ETF | $664.0K 0.144% | +$30.0K Bought | — 1.1K shares | 1.1K → 1.1K +$30.0K | +4.73% | — — | Q1 2020 Held for 5y 8m | |
Oil & Gas Integrated Energy | $643.5K 0.139% | +$31.1K Bought | 0.0% 4.1K shares | 3.9K → 4.1K +$31.1K | +5.07% | $312.88B Mega Cap | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $563.6K 0.122% | +$2.4K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$2.4K | +0.42% | $821.68B Mega Cap | Q1 2020 Held for 5y 8m | |
Financial - Credit Services Financial Services | $552.4K 0.119% | -$41.3K Sold | 0.0% 1.6K shares | 1.7K → 1.6K −$41.3K | -6.96% | $662.60B Mega Cap | Q3 2019 Held for 6y 2m | |
Drug Manufacturers - General Healthcare | $534.9K 0.116% | -$25.2K Sold | 0.0% 701.0 shares | 734.0 → 701.0 −$25.2K | -4.5% | $684.00B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $527.5K 0.114% | — | — 9.8K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | $472.9K 0.102% | -$567.4K Sold | 0.0% 5.6K shares | 12.4K → 5.6K −$567.4K | -54.54% | $268.51B Mega Cap | Q3 2019 Held for 6y 2m |
