Portfolio (Quarterly)
Guide ↗
Global Trust Wealth Management LLC
· CIK 0002065265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,063 | $741K | 0.56% | SOLD |
| 2 | WFC | WELLS FARGO & CO | Financial Services | 8,220 | $654K | 0.49% | SOLD |
| 3 | PFF | ISHARES TR | — | 20,670 | $627K | 0.47% | SOLD |
| 4 | DVY | ISHARES TR | — | 2,302 | $349K | 0.26% | SOLD |
| 5 | MA | MASTERCARD INCORPORATED | Financial Services | 456 | $228K | 0.17% | SOLD |
| 6 | ROK | ROCKWELL AUTOMATION INC | Industrials | 625 | $224K | 0.17% | SOLD |
| 7 | GSG | ISHARES S&P GSCI COMMODITY- | Financial Services | 6,915 | $223K | 0.17% | SOLD |
| 8 | KLAC | KLA CORP | Technology | 151 | $222K | 0.17% | SOLD |
| 9 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 476 | $220K | 0.17% | SOLD |
| 10 | XBAP | INNOVATOR ETFS TRUST | — | 5,385 | $211K | 0.16% | SOLD |
| 11 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,418 | $205K | 0.15% | SOLD |
| 12 | QQQ CALL | INVESCO QQQ TR | Financial Services | 200 | $115K | 0.09% | SOLD |
Sector Allocation
Financial Services
40.2%
Technology
19.0%
Communication Services
8.5%
Utilities
8.2%
Industrials
6.8%
Consumer Cyclical
5.5%
Consumer Defensive
5.1%
Healthcare
2.5%
Energy
2.2%
Basic Materials
1.9%