Portfolio (Quarterly)
Guide ↗
Trail Ridge Investment Advisors, LLC
· CIK 0001911013| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | Communication Services | 9,024 | $270K | 0.12% | SOLD |
| 2 | QCOM | QUALCOMM INC | Technology | 1,517 | $259K | 0.11% | SOLD |
| 3 | ABT | ABBOTT LABS | Healthcare | 1,904 | $239K | 0.10% | SOLD |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 3,744 | $228K | 0.10% | SOLD |
| 5 | META | META PLATFORMS INC | Communication Services | 317 | $209K | 0.09% | SOLD |
| 6 | IWO | ISHARES TR | — | 630 | $203K | 0.09% | SOLD |
| 7 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,122 | $202K | 0.09% | SOLD |
Sector Allocation
Technology
35.3%
Financial Services
14.8%
Consumer Cyclical
14.0%
Consumer Defensive
10.5%
Industrials
10.1%
Healthcare
9.9%
Utilities
2.1%
Communication Services
1.8%
Real Estate
0.9%
Energy
0.6%