Portfolio (Quarterly)
Guide ↗
Westview Management dba Westview Investment Advisors
· CIK 0002073768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 39,136 | $3.6M | 1.71% | SOLD |
| 2 | AES | AES CORP | Utilities | 207,824 | $3.0M | 1.42% | SOLD |
| 3 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 24,780 | $2.4M | 1.13% | SOLD |
| 4 | ADSK | AUTODESK INC | Technology | 7,854 | $2.3M | 1.11% | SOLD |
| 5 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 40,318 | $2.1M | 0.99% | SOLD |
| 6 | — | BLACKROCK MUN INCOME TR | — | 121,838 | $1.2M | 0.58% | SOLD |
| 7 | FBND | FIDELITY MERRIMACK STR TR | — | 10,648 | $490K | 0.23% | SOLD |
| 8 | IEMG | ISHARES INC | — | 6,850 | $460K | 0.22% | SOLD |
| 9 | IEFA | ISHARES TR | — | 4,569 | $409K | 0.20% | SOLD |
| 10 | FLTB | FIDELITY MERRIMACK STR TR | — | 7,879 | $399K | 0.19% | SOLD |
| 11 | IAU | ISHARES GOLD TR | Financial Services | 4,500 | $365K | 0.17% | SOLD |
| 12 | USHY | ISHARES TR | — | 9,155 | $342K | 0.16% | SOLD |
| 13 | — | BLACKROCK MUNI INCOME TR II | — | 19,900 | $208K | 0.10% | SOLD |
| 14 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 10,000 | $42K | 0.02% | SOLD |
Sector Allocation
Technology
24.8%
Consumer Cyclical
21.2%
Financial Services
18.4%
Communication Services
10.5%
Healthcare
9.7%
Industrials
6.8%
Energy
3.9%
Consumer Defensive
2.8%
Basic Materials
2.1%