Portfolio (Quarterly)
Guide ↗
TSA Wealth Managment LLC
· CIK 0001963669| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FMHI | FIRST TR EXCH TRADED FD III | — | 12,341 | $587K | 0.19% | SOLD |
| 2 | GLD | SPDR GOLD TR | Financial Services | 666 | $287K | 0.09% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,842 | $269K | 0.09% | SOLD |
| 4 | — | ISHARES TR | — | 5,697 | $249K | 0.08% | SOLD |
| 5 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 4,875 | $237K | 0.08% | SOLD |
| 6 | TLT | ISHARES TR | — | 2,697 | $234K | 0.08% | SOLD |
| 7 | NFLX | NETFLIX INC. | Communication Services | 2,213 | $213K | 0.07% | SOLD |
| 8 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 4,402 | $203K | 0.07% | SOLD |
| 9 | — | FRONTVIEW REIT INC | — | 12,020 | $186K | 0.06% | SOLD |
Sector Allocation
Technology
38.1%
Consumer Defensive
19.2%
Financial Services
12.9%
Consumer Cyclical
9.4%
Communication Services
6.6%
Energy
5.2%
Healthcare
4.5%
Industrials
2.9%
Basic Materials
1.2%