Portfolio (Quarterly)
Guide ↗
WEALTHSPAN PARTNERS, LLC
· CIK 0001909805| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,683 | $351K | 0.13% | SOLD |
| 2 | — CALL | PAYPAL HLDGS INC | — | 5,000 | $292K | 0.11% | SOLD |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,130 | $255K | 0.09% | SOLD |
| 4 | DFGX | DIMENSIONAL ETF TRUST | — | 4,783 | $252K | 0.09% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,231 | $219K | 0.08% | SOLD |
| 6 | KMI | KINDER MORGAN INC DEL | Energy | 7,512 | $207K | 0.07% | SOLD |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 684 | $203K | 0.07% | SOLD |
| 8 | — CALL | SOUNDHOUND AI INC | — | 10,000 | $100K | 0.04% | SOLD |
| 9 | — | FUBOTV INC | — | 18,500 | $47K | 0.02% | SOLD |
Sector Allocation
Industrials
33.9%
Financial Services
24.9%
Technology
17.7%
Healthcare
5.9%
Consumer Cyclical
5.5%
Energy
5.0%
Consumer Defensive
3.4%
Utilities
2.3%
Communication Services
1.2%
Basic Materials
0.3%