Portfolio (Quarterly)
Guide ↗
WPWealth LLP
· CIK 0001950118| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 2,450 | $554K | 0.09% | SOLD |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 841 | $399K | 0.06% | SOLD |
| 3 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 637 | $375K | 0.06% | SOLD |
| 4 | PSEP | INNOVATOR ETFS TRUST | — | 7,022 | $302K | 0.05% | SOLD |
| 5 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 203 | $202K | 0.03% | SOLD |
Sector Allocation
Technology
42.4%
Financial Services
28.8%
Energy
8.6%
Consumer Cyclical
7.5%
Communication Services
2.9%
Healthcare
2.9%
Industrials
2.8%
Utilities
2.3%
Consumer Defensive
1.9%