Portfolio (Quarterly)
Guide ↗
Duncan Williams Asset Management, LLC
· CIK 0002011771| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 5,060 | $858K | 0.24% | SOLD |
| 2 | APLS | APELLIS PHARMACEUTICALS INC COM | Healthcare | 17,005 | $684K | 0.19% | SOLD |
| 3 | NOW | SERVICENOW INC COM | Technology | 6,275 | $656K | 0.18% | SOLD |
| 4 | CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | — | 11,853 | $401K | 0.11% | SOLD |
| 5 | GDLC | GRAYSCALE COINDESK CRYPTO 5 ETF | Financial Services | 8,722 | $272K | 0.07% | SOLD |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 1,466 | $215K | 0.06% | SOLD |
Sector Allocation
Technology
33.1%
Financial Services
25.3%
Consumer Cyclical
10.9%
Healthcare
9.8%
Industrials
7.1%
Consumer Defensive
4.9%
Real Estate
2.3%
Communication Services
2.2%
Energy
2.0%
Basic Materials
1.7%