Portfolio (Quarterly)
Guide ↗
Seed Wealth Management, Inc.
· CIK 0001963728| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | QUALCOMM INC | Technology | 1,510 | $258K | 0.18% | SOLD |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 744 | $220K | 0.15% | SOLD |
| 3 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 775 | $220K | 0.15% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 2,340 | $215K | 0.15% | SOLD |
| 5 | XLK | SELECT SECTOR SPDR TR | — | 1,422 | $205K | 0.14% | SOLD |
| 6 | ABBV | ABBVIE INC | Healthcare | 892 | $204K | 0.14% | SOLD |
| 7 | — | BLACKROCK MUNIVEST FD INC | — | 12,064 | $84K | 0.06% | SOLD |
Sector Allocation
Technology
38.5%
Financial Services
19.4%
Healthcare
13.5%
Consumer Cyclical
6.7%
Energy
6.3%
Communication Services
6.2%
Industrials
5.3%
Consumer Defensive
3.0%
Basic Materials
1.1%
Real Estate
0.1%