Portfolio (Quarterly)
Guide ↗
Ducere Wealth Management LLC
· CIK 0002083656| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GAL | SSGA ACTIVE ETF TR | — | 6,522 | $322K | 0.12% | SOLD |
| 22 | — | FIRST FNDTN INC | — | 50,446 | $311K | 0.12% | SOLD |
| 23 | MINT | PIMCO ETF TR | — | 3,044 | $305K | 0.12% | SOLD |
| 24 | NAC | NUVEEN CA QUALTY MUN INCOME | Financial Services | 22,977 | $271K | 0.10% | SOLD |
| 25 | ZTS | ZOETIS INC | Healthcare | 2,057 | $259K | 0.10% | SOLD |
| 26 | MCD | MCDONALDS CORP | Consumer Cyclical | 747 | $228K | 0.09% | SOLD |
| 27 | — | ASTRAZENECA PLC | — | 2,379 | $219K | 0.09% | SOLD |
| 28 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,516 | $217K | 0.08% | SOLD |
| 29 | NOC | NORTHROP GRUMMAN CORP | Industrials | 352 | $201K | 0.08% | SOLD |
Sector Allocation
Technology
53.0%
Industrials
13.2%
Financial Services
11.4%
Consumer Cyclical
9.1%
Healthcare
4.6%
Energy
2.3%
Consumer Defensive
2.2%
Communication Services
1.9%
Utilities
1.4%
Basic Materials
0.5%