Portfolio (Quarterly)
Guide ↗
Peterson Wealth Services
· CIK 0001906799| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MTDR | MATADOR RES COMPANY | Energy | 51,356 | $2.2M | 0.56% | SOLD |
| 2 | B | BARRICK MINING CORPORATION COM SHS (CANADA) | Basic Materials | 1,183 | $52K | 0.01% | SOLD |
| 3 | TXN | TEXAS INSTRS INCORPORATED | Technology | 150 | $26K | 0.01% | SOLD |
| 4 | GLDG | GOLDMINING INCORPORATED (CANADA) | Basic Materials | 6,891 | $9K | 0.00% | SOLD |
| 5 | OEF | ISHARES TR S&P 100 ETF | — | 21 | $7K | 0.00% | SOLD |
| 6 | AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | Utilities | 43 | $6K | 0.00% | SOLD |
| 7 | GIS | GENERAL MLS INCORPORATED | Consumer Defensive | 20 | $930.0 | — | SOLD |
| 8 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 6 | $444.0 | — | SOLD |
Sector Allocation
Technology
31.9%
Industrials
15.6%
Financial Services
12.9%
Consumer Cyclical
12.3%
Consumer Defensive
7.0%
Healthcare
6.5%
Energy
5.9%
Communication Services
4.6%
Utilities
1.4%
Basic Materials
1.1%