Olde Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AT&T INC. | $247 | 0.1% |
| Extra Space Storage Inc | $241 | 0.1% |
| ISHARES RUSSELL 1000 ETF | $237 | 0.1% |
| ISHARES PREFERRED & INCOME SECURITIES ETF | $232 | 0.1% |
| GE Vernova Inc. | $226 | 0.1% |
| ISHARES ESG MSCI KLD 400 ETF | $225 | 0.1% |
| JPMORGAN ACTIVE GROWTH ETF | $222 | 0.1% |
| ISHARES NEW YORK MUNI BOND ETF | $218 | 0.1% |
| The Boeing Company | $215 | 0.1% |
| DEERE & CO | $214 | 0.1% |
| QUALCOMM INC/DE | $212 | 0.1% |
| ELI LILLY & Co | $212 | 0.1% |
| EMERSON ELECTRIC CO | $207 | 0.1% |
| ISHARES CORE U.S. REIT ETF | $204 | 0.1% |
| FEDERAL REALTY INVESTMENT TRUST | $201 | 0.1% |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | $78 | 0.0% |