Portfolio (Quarterly)
Guide ↗
WEALTHSPAN PARTNERS, LLC
· CIK 0001909805| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — PUT | SPDR S&P 500 ETF TR | — | 2,000 | $1.3M | 0.51% | SOLD |
| 2 | — CALL | JD.COM INC | — | 19,000 | $665K | 0.25% | SOLD |
| 3 | — CALL | NOVO-NORDISK A S | — | 6,000 | $333K | 0.13% | SOLD |
| 4 | VOO | VANGUARD INDEX FDS | — | 463 | $284K | 0.11% | SOLD |
| 5 | XLE | SELECT SECTOR SPDR TR | — | 2,789 | $249K | 0.10% | SOLD |
| 6 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 13,482 | $154K | 0.06% | SOLD |
Sector Allocation
Financial Services
28.8%
Industrials
26.9%
Technology
20.0%
Consumer Cyclical
6.5%
Healthcare
6.4%
Energy
5.1%
Consumer Defensive
3.7%
Utilities
1.6%
Communication Services
1.1%