Portfolio (Quarterly)
Guide ↗
ONE PLUS ONE WEALTH MANAGEMENT, LLC
· CIK 0001860132| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VIXY | PROSHARES TR II | Financial Services | 33,447 | $1.1M | 0.48% | SOLD |
| 2 | IGOV | ISHARES TR | — | 26,827 | $1.1M | 0.46% | SOLD |
| 3 | ISHG | ISHARES TR | — | 12,638 | $938K | 0.40% | SOLD |
| 4 | BWZ | SPDR SERIES TRUST | — | 9,718 | $262K | 0.11% | SOLD |
| 5 | — | EXPAND ENERGY CORPORATION | — | 2,038 | $224K | 0.09% | SOLD |
| 6 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 213 | $212K | 0.09% | SOLD |
| 7 | BWX | SPDR SERIES TRUST | — | 9,334 | $205K | 0.09% | SOLD |
| 8 | FCG | FIRST TR EXCHANGE-TRADED FD | — | 6,390 | $202K | 0.09% | SOLD |
Sector Allocation
Healthcare
25.5%
Technology
23.2%
Financial Services
17.7%
Industrials
8.7%
Consumer Cyclical
8.6%
Energy
6.6%
Consumer Defensive
3.3%
Basic Materials
2.6%
Communication Services
2.4%
Utilities
1.4%