Portfolio (Quarterly)
Guide ↗
Aerodigm Wealth, LLC
· CIK 0001927705| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | Technology | 2,078 | $719K | 0.28% | SOLD |
| 2 | IJH | ISHARES TR | — | 9,413 | $621K | 0.24% | SOLD |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | — | 3,534 | $499K | 0.19% | SOLD |
| 4 | IEFA | ISHARES TR | — | 5,211 | $466K | 0.18% | SOLD |
| 5 | SCHF | SCHWAB STRATEGIC TR | — | 18,679 | $449K | 0.17% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 1,504 | $398K | 0.15% | SOLD |
| 7 | JPM | JPMORGAN CHASE & CO. | Financial Services | 992 | $320K | 0.12% | SOLD |
| 8 | ABBV | ABBVIE INC | Healthcare | 1,073 | $245K | 0.10% | SOLD |
| 9 | HD | HOME DEPOT INC | Consumer Cyclical | 688 | $237K | 0.09% | SOLD |
| 10 | NKE | NIKE INC | Consumer Cyclical | 3,534 | $225K | 0.09% | SOLD |
| 11 | CMI | CUMMINS INC | Industrials | 405 | $207K | 0.08% | SOLD |
| 12 | RTX | RTX CORPORATION | Industrials | 1,094 | $201K | 0.08% | SOLD |
Sector Allocation
Technology
36.8%
Financial Services
21.1%
Consumer Defensive
16.0%
Consumer Cyclical
13.8%
Communication Services
4.6%
Healthcare
4.3%
Energy
2.7%
Industrials
0.8%