Portfolio (Quarterly)
Guide ↗
Stone Summit Wealth LLC
· CIK 0001908192| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MDT | MEDTRONIC PLC | Healthcare | 21,186 | $2.0M | 0.55% | SOLD |
| 2 | BND | VANGUARD BD INDEX FDS | — | 8,898 | $659K | 0.18% | SOLD |
| 3 | NKE | NIKE INC | Consumer Cyclical | 7,830 | $499K | 0.14% | SOLD |
| 4 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 3,716 | $282K | 0.08% | SOLD |
| 5 | META | META PLATFORMS INC | Communication Services | 418 | $276K | 0.07% | SOLD |
| 6 | TIP | ISHARES TR | — | 2,456 | $270K | 0.07% | SOLD |
| 7 | EFV | ISHARES TR | — | 3,213 | $229K | 0.06% | SOLD |
| 8 | GLDM | WORLD GOLD TR | Financial Services | 2,374 | $203K | 0.06% | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
18.0%
Healthcare
14.9%
Industrials
10.0%
Basic Materials
5.8%
Consumer Cyclical
5.4%
Consumer Defensive
4.2%
Utilities
2.0%
Communication Services
1.6%
Energy
0.6%