Portfolio (Quarterly)
Guide ↗
Henderson Brothers Financial Partners, LLC
· CIK 0002064329| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DE | DEERE & CO | Industrials | 398 | $224K | 0.06% | SOLD |
| 22 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 224 | $223K | 0.06% | SOLD |
| 23 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 757 | $214K | 0.05% | SOLD |
| 24 | FERG | FERGUSON ENTERPRISES INC | Industrials | 913 | $213K | 0.05% | SOLD |
| 25 | SIL | GLOBAL X FDS | — | 2,350 | $212K | 0.05% | SOLD |
| 26 | IWF | ISHARES TR | — | 494 | $211K | 0.05% | SOLD |
| 27 | — | J P MORGAN EXCHANGE TRADED F | — | 4,146 | $210K | 0.05% | SOLD |
| 28 | GEV | GE VERNOVA INC | Utilities | 240 | $209K | 0.05% | SOLD |
| 29 | CVX | CHEVRON CORPORATION | Energy | 974 | $202K | 0.05% | 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%