Portfolio (Quarterly)
Guide ↗
BLVD Private Wealth, LLC
· CIK 0002079537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LIT | GLOBAL X FDS | — | 11,886 | $884K | 0.77% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 3,076 | $695K | 0.60% | SOLD |
| 3 | SCHR | SCHWAB STRATEGIC TR | — | 11,798 | $294K | 0.26% | SOLD |
| 4 | KLIP | KRANESHARES TRUST | — | 11,406 | $293K | 0.26% | SOLD |
| 5 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 8,032 | $270K | 0.23% | SOLD |
| 6 | AVUV | AMERICAN CENTY ETF TR | — | 1,952 | $216K | 0.19% | SOLD |
| 7 | SCMB | SCHWAB STRATEGIC TR | — | 8,301 | $212K | 0.18% | SOLD |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,255 | $209K | 0.18% | SOLD |
| 9 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 204 | $203K | 0.18% | SOLD |
Sector Allocation
Industrials
65.4%
Financial Services
18.4%
Technology
11.7%
Consumer Cyclical
2.3%
Communication Services
1.0%
Basic Materials
0.5%
Consumer Defensive
0.4%
Healthcare
0.4%