Portfolio (Quarterly)
Guide ↗
Wealth Management Partners, LLC
· CIK 0001843294| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 7,834 | $2.1M | 0.59% | SOLD |
| 2 | NOW | SERVICENOW INC | Technology | 3,345 | $512K | 0.15% | SOLD |
| 3 | INTU | INTUIT | Technology | 531 | $352K | 0.10% | SOLD |
| 4 | TOST | TOAST INC | Technology | 8,783 | $312K | 0.09% | SOLD |
| 5 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 4,213 | $248K | 0.07% | SOLD |
| 6 | — | NEBIUS GROUP N.V. | — | 2,747 | $230K | 0.07% | SOLD |
| 7 | IYW | ISHARES TR | — | 1,072 | $214K | 0.06% | SOLD |
| 8 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 1,500 | $203K | 0.06% | SOLD |
| 9 | SLV | ISHARES SILVER TR | Financial Services | 3,148 | $203K | 0.06% | SOLD |
| 10 | IVW | ISHARES TR | — | 1,627 | $201K | 0.06% | SOLD |
Sector Allocation
Technology
43.3%
Financial Services
26.6%
Consumer Cyclical
7.6%
Industrials
4.9%
Communication Services
4.8%
Energy
4.0%
Healthcare
3.0%
Consumer Defensive
3.0%
Basic Materials
1.4%
Utilities
1.3%