Portfolio (Quarterly)
Guide ↗
Wealth Dimensions Group, Ltd.
· CIK 0001846462| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 4,580 | $421K | 0.08% | SOLD |
| 2 | ZS | ZSCALER INC | Technology | 1,162 | $261K | 0.05% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 608 | $225K | 0.04% | SOLD |
| 4 | BA | BOEING CO | Industrials | 1,032 | $224K | 0.04% | SOLD |
| 5 | SUB | ISHARES TR | — | 2,035 | $217K | 0.04% | SOLD |
| 6 | SNOW | SNOWFLAKE INC | Technology | 984 | $216K | 0.04% | SOLD |
| 7 | — | LEIDOS HOLDINGS INC | — | 1,188 | $214K | 0.04% | SOLD |
| 8 | CRM | SALESFORCE INC | Technology | 794 | $210K | 0.04% | SOLD |
| 9 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 620 | $205K | 0.04% | SOLD |
| 10 | AIQ | GLOBAL X FDS | — | 3,946 | $201K | 0.04% | SOLD |
Sector Allocation
Technology
28.4%
Consumer Defensive
21.9%
Financial Services
15.8%
Healthcare
9.2%
Industrials
6.9%
Communication Services
5.2%
Consumer Cyclical
4.8%
Energy
4.5%
Utilities
3.2%