Portfolio (Quarterly)
Guide ↗
Oregon Pacific Wealth Management, LLC
· CIK 0002043757| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,490 | $313K | 0.33% | SOLD |
| 2 | SPYH | NEOS ETF TRUST | — | 4,958 | $261K | 0.27% | SOLD |
| 3 | GLDM | WORLD GOLD TR | Financial Services | 2,662 | $247K | 0.26% | SOLD |
| 4 | EFV | ISHARES TR | — | 3,236 | $241K | 0.25% | SOLD |
| 5 | ADSK | AUTODESK INC | Technology | 936 | $224K | 0.23% | SOLD |
| 6 | MBB | ISHARES TR | — | 2,223 | $211K | 0.22% | SOLD |
| 7 | QCOM | QUALCOMM INC | Technology | 1,583 | $204K | 0.21% | SOLD |
Sector Allocation
Technology
29.9%
Financial Services
21.8%
Consumer Cyclical
15.1%
Communication Services
14.1%
Healthcare
8.7%
Energy
3.6%
Industrials
3.0%
Consumer Defensive
2.4%
Basic Materials
1.4%