Portfolio (Quarterly)
Guide ↗
WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FICO | FAIR ISAAC CORP | Technology | 164 | $277K | 0.05% | SOLD |
| 2 | QCOM | QUALCOMM INC | Technology | 1,475 | $252K | 0.05% | SOLD |
| 3 | IAU | ISHARES GOLD TR | Financial Services | 3,044 | $247K | 0.05% | SOLD |
| 4 | ORCL | ORACLE CORP | Technology | 1,189 | $232K | 0.04% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,212 | $215K | 0.04% | SOLD |
| 6 | MAZE | MAZE THERAPEUTICS INC | Healthcare | 5,186 | $215K | 0.04% | SOLD |
| 7 | AXP | AMERICAN EXPRESS CO | Financial Services | 565 | $209K | 0.04% | SOLD |
| 8 | ABT | ABBOTT LABS | Healthcare | 1,653 | $207K | 0.04% | SOLD |
Sector Allocation
Technology
40.4%
Financial Services
14.5%
Healthcare
13.2%
Consumer Cyclical
10.3%
Industrials
5.5%
Communication Services
5.2%
Consumer Defensive
4.2%
Energy
4.1%
Utilities
2.7%