Portfolio (Quarterly)
Guide ↗
Biltmore Wealth Management, LLC
· CIK 0001598102| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | Technology | 5,386 | $1.5M | 0.58% | SOLD |
| 2 | HCA | HCA HEALTHCARE INC | Healthcare | 2,418 | $1.1M | 0.43% | SOLD |
| 3 | MDT | MEDTRONIC PLC | Healthcare | 6,337 | $609K | 0.23% | SOLD |
| 4 | ALB | ALBEMARLE CORP | Basic Materials | 3,408 | $482K | 0.18% | SOLD |
| 5 | META | META PLATFORMS INC | Communication Services | 467 | $308K | 0.12% | SOLD |
| 6 | UBER | UBER TECHNOLOGIES INC | Technology | 3,639 | $297K | 0.11% | SOLD |
| 7 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 4,374 | $222K | 0.08% | SOLD |
| 8 | EXC | EXELON CORP | Utilities | 4,775 | $208K | 0.08% | SOLD |
| 9 | ABT | ABBOTT LABS | Healthcare | 1,661 | $208K | 0.08% | SOLD |
Sector Allocation
Financial Services
22.9%
Technology
20.1%
Industrials
14.8%
Healthcare
9.9%
Consumer Cyclical
8.4%
Consumer Defensive
5.7%
Energy
5.5%
Real Estate
4.4%
Communication Services
4.1%
Basic Materials
3.3%