Portfolio (Quarterly)
Guide ↗
Lionshead Wealth Management, LLC
· CIK 0002056752| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TMUS | T-MOBILE US INC | Communication Services | 4,057 | $852K | 0.63% | SOLD |
| 2 | HYG | ISHARES TR | — | 6,929 | $551K | 0.41% | SOLD |
| 3 | OMAH | TIDAL TRUST III | — | 16,292 | $294K | 0.22% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,262 | $285K | 0.21% | SOLD |
| 5 | XOM | EXXON MOBIL CORP | Energy | 1,451 | $246K | 0.18% | SOLD |
| 6 | T | AT&T INC | Communication Services | 8,434 | $244K | 0.18% | SOLD |
| 7 | INTU | INTUIT | Technology | 502 | $217K | 0.16% | SOLD |
| 8 | NEE | NEXTERA ENERGY INC | Utilities | 2,274 | $211K | 0.16% | SOLD |
| 9 | GILD | GILEAD SCIENCES INC | Healthcare | 1,448 | $202K | 0.15% | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
18.9%
Industrials
16.3%
Healthcare
11.1%
Consumer Cyclical
7.2%
Utilities
5.4%
Communication Services
5.3%
Basic Materials
1.0%
Energy
0.7%
Consumer Defensive
0.5%