Portfolio (Quarterly)
Guide ↗
Serenus Wealth Advisors, LLC
· CIK 0002053695| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC COM | Technology | 1,217 | $322K | 0.06% | SOLD |
| 2 | KKR | KKR & CO INC COM | Financial Services | 1,806 | $230K | 0.04% | SOLD |
| 3 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | — | 4,000 | $219K | 0.04% | SOLD |
| 4 | AXON | AXON ENTERPRISE INC COM | Industrials | 369 | $210K | 0.04% | SOLD |
| 5 | V | VISA INC COM CL A | Financial Services | 594 | $208K | 0.04% | SOLD |
| 6 | LULU | LULULEMON ATHLETICA INC COM | Consumer Cyclical | 1,000 | $208K | 0.04% | SOLD |
| 7 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 428 | $201K | 0.04% | SOLD |
| 8 | BX | BLACKSTONE INC COM | Financial Services | 1,300 | $200K | 0.04% | SOLD |
| 9 | — | ORIGIN MATERIALS INC WT EXP 062526 | — | 20,000 | $94.0 | — | SOLD |
Sector Allocation
Financial Services
89.0%
Technology
4.5%
Communication Services
3.8%
Consumer Cyclical
1.4%
Consumer Defensive
0.6%
Healthcare
0.6%
Energy
0.1%