Portfolio (Quarterly)
Guide ↗
Stone Wealth Partners
· CIK 0001813454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 2,146 | $1.0M | 0.92% | SOLD |
| 2 | NEM | NEWMONT CORP | Basic Materials | 5,874 | $587K | 0.52% | SOLD |
| 3 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,217 | $475K | 0.42% | SOLD |
| 4 | INTC | INTEL CORP | Technology | 12,688 | $468K | 0.42% | SOLD |
| 5 | QSR | RESTAURANT BRANDS INTL INC | Consumer Cyclical | 5,068 | $349K | 0.31% | SOLD |
| 6 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 5,621 | $318K | 0.28% | SOLD |
| 7 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 3,521 | $281K | 0.25% | SOLD |
| 8 | UBER | UBER TECHNOLOGIES INC | Technology | 3,263 | $267K | 0.24% | SOLD |
| 9 | EOG | EOG RES INC | Energy | 2,480 | $260K | 0.23% | SOLD |
| 10 | BAX | BAXTER INTL INC | Healthcare | 12,424 | $238K | 0.21% | SOLD |
| 11 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 809 | $232K | 0.21% | SOLD |
| 12 | BN | BROOKFIELD CORP | Financial Services | 4,848 | $222K | 0.20% | SOLD |
| 13 | — | CANADIAN PACIFIC KANSAS CITY | — | 2,860 | $211K | 0.19% | SOLD |
| 14 | NKE | NIKE INC | Consumer Cyclical | 3,257 | $209K | 0.19% | SOLD |
| 15 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 5,528 | $205K | 0.18% | SOLD |
Sector Allocation
Technology
34.8%
Financial Services
30.8%
Communication Services
17.1%
Consumer Cyclical
7.6%
Consumer Defensive
4.8%
Basic Materials
2.3%
Healthcare
2.0%
Energy
0.6%