Broussard Financial Group LLC
CIK: 0001548136SEC EDGAR →
Portfolio Value
$123.3M
Holdings
34
As of
Q4 2025
New Positions
34
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 343,170 | $17.3M | 14.00% |
| 2 | INNOVATOR ETFS TRUST | 393,223 | $15.7M | 12.73% |
| 3 | ISHARES GOLD TR | 167,467 | $13.6M | 11.02% |
| 4 | INNOVATOR ETFS TRUST | 380,927 | $13.3M | 10.77% |
| 5 | INNOVATOR ETFS TRUST | 291,183 | $9.2M | 7.47% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 346,142 | $7.6M | 6.15% |
| 7 | WISDOMTREE TR | 171,121 | $7.5M | 6.11% |
| 8 | SPDR SERIES TRUST | 96,085 | $5.5M | 4.43% |
| 9 | SELECT SECTOR SPDR TR | 119,426 | $5.1M | 4.13% |
| 10 | INVESCO CURRENCYSHARES JAPAN | 81,594 | $4.8M | 3.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $75.8M | 61.4% |
| Unknown | 4 | $36.6M | 29.6% |
| Technology | 3 | $9.8M | 7.9% |
| Energy | 1 | $1.2M | 1.0% |