Sherwood Financial Partners, LLC Portfolio Holdings
Q3 2025•9 long positions•$114.6M portfolio value
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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $37.5M 32.68% | -$324.1K Sold | — 1.4M shares | 1.4M → 1.4M −$324.1K | -0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $35.7M 31.14% | +$303.4K Bought | — 480.0K shares | 475.9K → 480.0K +$303.4K | +0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.8M 14.65% | -$156.6K Sold | — 721.6K shares | 728.3K → 721.6K −$156.6K | -0.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.3M 13.37% | -$89.4K Sold | — 517.0K shares | 520.0K → 517.0K −$89.4K | -0.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.5M 6.53% | -$73.9K Sold | — 224.3K shares | 226.5K → 224.3K −$73.9K | -0.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 1.03% | — | — 1.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $259.2K 0.226% | — | 0.0% 1.4K shares | — | — | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $224.8K 0.196% | +$224.8K Bought | 0.0% 883.0 shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $212.9K 0.186% | — | 0.0% 411.0 shares | — | — | $3.85T Mega Cap | Q2 2025 Held for 5 months |
