Back to Dougherty Wealth Advisers LLC

Dougherty Wealth Advisers LLC

All holdings · as of Dec 31, 2025

118 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$9.8K660.0%
3M CO$9.6K600.0%
PROSHARES BITCOIN ETF$9.1K7500.0%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF$8.8K2180.0%
United Rentals Inc$6.5K80.0%
GCI Liberty, Inc.$6.0K1600.0%
Broadcom Inc.$4.5K130.0%
YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS$3.7K3670.0%
ASML HLDG NV N Y REGISTRY SHS$3.2K30.0%
COLLIERS INTL GROUP INC SUB VTG SHS$2.9K200.0%
FIDELITY ETHEREUM FUND ETF$2.8K940.0%
GCI Liberty, Inc.$2.7K730.0%
FIDELITY WISE ORIGIN BITCOIN FUND$2.5K330.0%
A2Z CUST2MATE SOLUTIONS CORP.$2.0K3000.0%
ADVANCED MICRO DEVICES INC$1.5K70.0%
Atlanta Braves Holdings, Inc.$1.2K310.0%
Solventum Corp$872110.0%
Bain Capital Specialty Finance, Inc.BCSFCommon Stock$696500.0%
← PrevPage 3 of 3Next →