Portfolio (Quarterly)
Guide ↗
Western Financial Corp/CA
· CIK 0001954480| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 932 | $468K | 0.19% | SOLD |
| 22 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 87 | $467K | 0.18% | SOLD |
| 23 | BINC | BLACKROCK ETF TRUST II | — | 5,562 | $294K | 0.12% | SOLD |
| 24 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 5,319 | $287K | 0.11% | SOLD |
| 25 | PBW | INVESCO EXCHANGE TRADED FD T | — | 8,989 | $275K | 0.11% | SOLD |
| 26 | GGME | INVESCO EXCHANGE TRADED FD T | — | 4,506 | $268K | 0.11% | SOLD |
| 27 | XLG | INVESCO EXCHANGE TRADED FD T | — | 4,400 | $261K | 0.10% | SOLD |
| 28 | COIN | COINBASE GLOBAL INC | Financial Services | 1,085 | $245K | 0.10% | SOLD |
| 29 | IAGG | ISHARES TR | — | 4,382 | $219K | 0.09% | SOLD |
| 30 | EFV | ISHARES TR | — | 2,917 | $208K | 0.08% | SOLD |
| 31 | PEJ | INVESCO EXCHANGE TRADED FD T | — | 3,375 | $207K | 0.08% | SOLD |
| 32 | PRN | INVESCO EXCHANGE TRADED FD T | — | 1,168 | $204K | 0.08% | SOLD |
Sector Allocation
Technology
31.1%
Healthcare
24.4%
Financial Services
20.8%
Industrials
8.3%
Consumer Cyclical
5.3%
Communication Services
3.0%
Utilities
2.6%
Energy
2.5%
Real Estate
1.0%
Consumer Defensive
0.8%