Portfolio (Quarterly)
Guide ↗
RF&L WEALTH MANAGEMENT, LLC
· CIK 0001965915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 8,385 | $5.5M | 3.10% | SOLD |
| 2 | WMT | WALMART INC | Consumer Defensive | 29,509 | $3.3M | 1.84% | SOLD |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 4,500 | $2.1M | 1.18% | SOLD |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 5,114 | $1.7M | 0.95% | SOLD |
| 5 | KO | COCA COLA CO | Consumer Defensive | 17,130 | $1.2M | 0.67% | SOLD |
| 6 | QCOM | QUALCOMM INC | Technology | 4,906 | $839K | 0.47% | SOLD |
| 7 | NFLX | NETFLIX INC | Communication Services | 8,532 | $800K | 0.45% | SOLD |
| 8 | PFE | PFIZER INC | Healthcare | 18,500 | $461K | 0.26% | SOLD |
| 9 | XOM | EXXON MOBIL CORP | Energy | 3,405 | $410K | 0.23% | SOLD |
| 10 | UBER | UBER TECHNOLOGIES INC | Technology | 2,500 | $204K | 0.11% | SOLD |
Sector Allocation
Healthcare
44.2%
Technology
26.0%
Financial Services
8.8%
Consumer Defensive
6.4%
Consumer Cyclical
4.4%
Utilities
3.5%
Energy
2.7%
Communication Services
2.2%
Real Estate
2.0%