Portfolio (Quarterly)
Guide ↗
FLP Wealth Management, LLC
· CIK 0002052024| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GSLC | GOLDMAN SACHS ETF TR | — | 1,648 | $218K | 0.52% | SOLD |
| 22 | TSLA | TESLA INC | Consumer Cyclical | 479 | $215K | 0.51% | SOLD |
| 23 | SCHF | SCHWAB STRATEGIC TR | — | 8,738 | $210K | 0.50% | SOLD |
| 24 | GLDM | WORLD GOLD TR | Financial Services | 2,445 | $209K | 0.49% | SOLD |
| 25 | DIV | GLOBAL X FDS | — | 11,630 | $201K | 0.48% | SOLD |
| 26 | EMB | ISHARES TR | — | 2,079 | $200K | 0.47% | SOLD |
Sector Allocation
Consumer Defensive
53.6%
Financial Services
33.3%
Consumer Cyclical
6.3%
Technology
4.8%
Industrials
2.0%