Portfolio (Quarterly)
Guide ↗
Tripletail Wealth Management, LLC
· CIK 0002079812| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 1,520 | $63K | 0.09% | SOLD |
| 2 | PYPL | PAYPAL HLDGS INC | Financial Services | 1,100 | $50K | 0.07% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 71 | $14K | 0.02% | SOLD |
| 4 | DXCM | DEXCOM INC | Healthcare | 228 | $14K | 0.02% | SOLD |
| 5 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 29 | $5K | 0.01% | SOLD |
| 6 | TEAM | ATLASSIAN CORPORATION | Technology | 15 | $1K | 0.00% | SOLD |
| 7 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 25 | $358.0 | — | SOLD |
| 8 | TTD | THE TRADE DESK INC | Technology | 9 | $198.0 | — | SOLD |
Sector Allocation
Technology
42.6%
Financial Services
12.1%
Healthcare
9.4%
Industrials
8.3%
Consumer Cyclical
7.7%
Energy
6.3%
Communication Services
6.2%
Consumer Defensive
2.5%
Utilities
2.4%
Basic Materials
2.4%