Portfolio (Quarterly)
Guide ↗
Wealth Management Partners, LLC
· CIK 0001843294| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CCL | CARNIVAL CORP | Consumer Cyclical | 12,815 | $332K | 0.10% | SOLD |
| 2 | NFLX | NETFLIX INC. | Communication Services | 3,129 | $301K | 0.09% | SOLD |
| 3 | CEG | CONSTELLATION ENERGY CORP | Utilities | 930 | $260K | 0.07% | SOLD |
| 4 | — | VIRTUS ETF TR II | — | 9,732 | $242K | 0.07% | SOLD |
| 5 | ABT | ABBOTT LABORATORIES | Healthcare | 2,238 | $230K | 0.07% | SOLD |
| 6 | MCD | MCDONALDS CORP | Consumer Cyclical | 737 | $229K | 0.07% | SOLD |
| 7 | BBDC | BARINGS BDC INC | Financial Services | 10,500 | $86K | 0.03% | SOLD |
Sector Allocation
Technology
52.2%
Financial Services
23.9%
Consumer Cyclical
7.2%
Industrials
4.8%
Healthcare
3.0%
Energy
2.7%
Consumer Defensive
2.4%
Communication Services
1.5%
Basic Materials
1.2%
Utilities
1.1%