Portfolio (Quarterly)
Guide ↗
Piedmont Capital Management, LLC
· CIK 0001656150| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 48,641 | $23.7M | 12.11% | SOLD |
| 2 | VOO | VANGUARD INDEX FDS | — | 22,224 | $13.9M | 7.11% | SOLD |
| 3 | SLV | ISHARES SILVER TR | Financial Services | 20,120 | $1.3M | 0.66% | SOLD |
| 4 | GLD | SPDR GOLD TR | Financial Services | 2,715 | $1.1M | 0.55% | SOLD |
| 5 | XLRE | SELECT SECTOR SPDR TR | — | 13,357 | $539K | 0.28% | SOLD |
| 6 | ABBV | ABBVIE INC | Healthcare | 889 | $203K | 0.10% | SOLD |
| 7 | TU | TELUS CORPORATION | Communication Services | 11,999 | $158K | 0.08% | SOLD |
Sector Allocation
Financial Services
57.2%
Technology
11.2%
Healthcare
10.4%
Energy
5.4%
Consumer Defensive
5.0%
Industrials
4.9%
Communication Services
3.5%
Consumer Cyclical
1.5%
Real Estate
0.9%