Portfolio (Quarterly)
Guide ↗
Westview Management dba Westview Investment Advisors
· CIK 0002073768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOP | SPDR SERIES TRUST | — | 20,534 | $3.7M | 1.94% | SOLD |
| 2 | META | META PLATFORMS INC | Communication Services | 6,474 | $3.7M | 1.93% | SOLD |
| 3 | WCN | WASTE CONNECTIONS INC | Industrials | 17,658 | $2.9M | 1.49% | SOLD |
| 4 | INTU | INTUIT | Technology | 6,380 | $2.8M | 1.44% | SOLD |
| 5 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 45,466 | $2.1M | 1.07% | SOLD |
| 6 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 1,130 | $2.0M | 1.02% | SOLD |
| 7 | BKLN | INVESCO EXCH TRADED FD TR II | — | 13,295 | $271K | 0.14% | SOLD |
| 8 | MQY | BLACKROCK MUNIYILD QULT FD I | Financial Services | 10,700 | $117K | 0.06% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
20.8%
Consumer Cyclical
18.3%
Healthcare
12.4%
Industrials
4.7%
Energy
3.0%
Utilities
2.6%
Consumer Defensive
2.5%
Basic Materials
2.1%
Communication Services
1.0%