Portfolio (Quarterly)
Guide ↗
WealthCollab, LLC
· CIK 0002017870| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ADT | ADT INC DEL | Industrials | 1,226 | $10K | 0.00% | SOLD |
| 42 | — | PLYMOUTH INDL REIT INC | — | 446 | $10K | 0.00% | SOLD |
| 43 | BZ | KANZHUN LIMITED | Industrials | 473 | $10K | 0.00% | SOLD |
| 44 | ADSK | AUTODESK INC | Technology | 31 | $9K | 0.00% | SOLD |
| 45 | HDB | HDFC BANK LTD | Financial Services | 242 | $9K | 0.00% | SOLD |
| 46 | ENB | ENBRIDGE INC | Energy | 184 | $9K | 0.00% | SOLD |
| 47 | REGL | PROSHARES TR | — | 100 | $8K | 0.00% | SOLD |
| 48 | PATH | UIPATH INC | Technology | 502 | $8K | 0.00% | SOLD |
| 49 | TSLX | SIXTH STREET SPECIALTY LENDI | Financial Services | 340 | $7K | 0.00% | SOLD |
| 50 | — | TELEFONICA S A | — | 1,787 | $7K | 0.00% | SOLD |
| 51 | MSTR | STRATEGY INC | Technology | 45 | $7K | 0.00% | SOLD |
| 52 | BYD | BOYD GAMING CORP | Consumer Cyclical | 80 | $7K | 0.00% | SOLD |
| 53 | CEG | CONSTELLATION ENERGY CORP | Utilities | 19 | $7K | 0.00% | SOLD |
| 54 | FDUS | FIDUS INVT CORP | Financial Services | 344 | $7K | 0.00% | SOLD |
| 55 | EEFT | EURONET WORLDWIDE INC | Technology | 86 | $7K | 0.00% | SOLD |
| 56 | — | TEGNA INC | — | 327 | $6K | 0.00% | SOLD |
| 57 | BCC | BOISE CASCADE CO DEL | Basic Materials | 86 | $6K | 0.00% | SOLD |
| 58 | SAM | BOSTON BEER INC | Consumer Defensive | 30 | $6K | 0.00% | SOLD |
| 59 | STKL | SUNOPTA INC | Consumer Defensive | 1,517 | $6K | 0.00% | SOLD |
| 60 | ARTNA | ARTESIAN RES CORP | Utilities | 182 | $6K | 0.00% | SOLD |
Sector Allocation
Basic Materials
43.9%
Technology
22.6%
Consumer Cyclical
8.1%
Financial Services
6.8%
Healthcare
5.5%
Communication Services
4.7%
Industrials
3.6%
Consumer Defensive
2.4%
Energy
1.2%
Utilities
0.7%