Portfolio (Quarterly)
Guide ↗
Runnymede Capital Advisors, Inc.
· CIK 0002054540| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 2,030 | $379K | 0.33% | SOLD |
| 2 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | — | 4,120 | $252K | 0.22% | SOLD |
| 3 | AWK | AMERICAN WTR WKS CO INC | Utilities | 1,754 | $239K | 0.20% | SOLD |
| 4 | MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | — | 3,600 | $209K | 0.18% | SOLD |
Sector Allocation
Technology
59.1%
Financial Services
16.7%
Communication Services
8.6%
Consumer Cyclical
8.0%
Energy
4.7%
Healthcare
2.0%
Consumer Defensive
0.8%
Industrials
0.2%