Portfolio (Quarterly)
Guide ↗
Henderson Brothers Financial Partners, LLC
· CIK 0002064329| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 1,368 | $393K | 0.10% | SOLD |
| 2 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,700 | $372K | 0.09% | SOLD |
| 3 | V | VISA INC | Financial Services | 1,170 | $354K | 0.09% | SOLD |
| 4 | PH | PARKER-HANNIFIN CORP | Industrials | 375 | $336K | 0.09% | SOLD |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 2,234 | $331K | 0.08% | SOLD |
| 6 | SCHA | SCHWAB STRATEGIC TR | — | 10,754 | $313K | 0.08% | SOLD |
| 7 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,480 | $308K | 0.08% | SOLD |
| 8 | BLK | BLACKROCK INC | Financial Services | 320 | $308K | 0.08% | SOLD |
| 9 | ABNB | AIRBNB INC | Consumer Cyclical | 2,430 | $307K | 0.08% | SOLD |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 8,782 | $297K | 0.07% | SOLD |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,488 | $288K | 0.07% | SOLD |
| 12 | EMXC | ISHARES INC | — | 3,572 | $281K | 0.07% | SOLD |
| 13 | ACGL | ARCH CAP GROUP LTD | Financial Services | 2,818 | $270K | 0.07% | SOLD |
| 14 | FMDE | FIDELITY COVINGTON TRUST | — | 7,390 | $266K | 0.07% | SOLD |
| 15 | RJF | RAYMOND JAMES FINL INC | Financial Services | 1,814 | $263K | 0.07% | SOLD |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,037 | $251K | 0.06% | SOLD |
| 17 | VUG | VANGUARD INDEX FDS | — | 566 | $247K | 0.06% | SOLD |
| 18 | UBER | UBER TECHNOLOGIES INC | Technology | 3,380 | $243K | 0.06% | SOLD |
| 19 | TAFI | AB ACTIVE ETFS INC | — | 9,440 | $238K | 0.06% | SOLD |
| 20 | TXN | TEXAS INSTRS INC | Technology | 1,155 | $224K | 0.06% | SOLD |
Sector Allocation
Financial Services
32.6%
Technology
28.3%
Consumer Cyclical
13.2%
Industrials
5.7%
Healthcare
5.6%
Consumer Defensive
4.5%
Communication Services
3.6%
Basic Materials
2.2%
Energy
2.2%
Real Estate
1.3%