Portfolio (Quarterly)
Guide ↗
FFG Partners, LLC
· CIK 0002045972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 20,613 | $11.8M | 4.67% | SOLD |
| 2 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 18,446 | $9.6M | 3.82% | SOLD |
| 3 | AVDV | AMERICAN CENTY ETF TR | — | 92,644 | $9.3M | 3.66% | SOLD |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 23,227 | $9.1M | 3.59% | SOLD |
| 5 | PANW | PALO ALTO NETWORKS INC | Technology | 6,850 | $1.1M | 0.43% | SOLD |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | — | 4,646 | $892K | 0.35% | SOLD |
| 7 | MSFT | MICROSOFT CORP | Technology | 1,305 | $483K | 0.19% | SOLD |
| 8 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 6,284 | $394K | 0.16% | SOLD |
| 9 | GLD CALL | SPDR GOLD TR | Financial Services | 300 | $129K | 0.05% | SOLD |
Sector Allocation
Technology
40.0%
Financial Services
14.2%
Industrials
12.3%
Consumer Cyclical
10.2%
Healthcare
8.5%
Energy
5.5%
Communication Services
4.8%
Consumer Defensive
2.5%
Utilities
1.9%