Portfolio (Quarterly)
Guide ↗
Quaker Wealth Management, LLC
· CIK 0001733472| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TYG | TORTOISE ENERGY INFRA CORP | Financial Services | 92 | $4K | 0.00% | SOLD |
| 22 | DB | DEUTSCHE BANK A G | Financial Services | 95 | $4K | 0.00% | SOLD |
| 23 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 17 | $4K | 0.00% | SOLD |
| 24 | SHEL | SHELL PLC | Energy | 46 | $3K | 0.00% | SOLD |
| 25 | SCHW | SCHWAB CHARLES CORP | Financial Services | 32 | $3K | 0.00% | SOLD |
| 26 | CNQ | CANADIAN NAT RES LTD | Energy | 90 | $3K | 0.00% | SOLD |
| 27 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 573 | $3K | 0.00% | SOLD |
| 28 | CIFR | CIPHER MINING INC | Financial Services | 200 | $3K | 0.00% | SOLD |
| 29 | KOMP | SPDR SERIES TRUST | — | 49 | $3K | 0.00% | SOLD |
| 30 | SPEM | SPDR INDEX SHS FDS | — | 60 | $3K | 0.00% | SOLD |
| 31 | — | TOTALENERGIES SE | — | 41 | $3K | 0.00% | SOLD |
| 32 | HSBC | HSBC HLDGS PLC | Financial Services | 34 | $3K | 0.00% | SOLD |
| 33 | XT | ISHARES TR | — | 38 | $3K | 0.00% | SOLD |
| 34 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 158 | $3K | 0.00% | SOLD |
| 35 | BHP | BHP GROUP LTD | Basic Materials | 40 | $2K | 0.00% | SOLD |
| 36 | ARKF | ARK ETF TR | — | 50 | $2K | 0.00% | SOLD |
| 37 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 28 | $2K | 0.00% | SOLD |
| 38 | SDIV | GLOBAL X FDS | — | 63 | $2K | — | SOLD |
| 39 | LEN | LENNAR CORP | Consumer Cyclical | 14 | $1K | — | SOLD |
| 40 | NKE | NIKE INC | Consumer Cyclical | 21 | $1K | — | SOLD |
Sector Allocation
Technology
28.7%
Communication Services
17.3%
Healthcare
16.9%
Financial Services
12.5%
Industrials
8.1%
Consumer Defensive
4.5%
Consumer Cyclical
4.2%
Energy
3.0%
Utilities
2.3%
Real Estate
1.3%