Portfolio (Quarterly)
Guide ↗
STEINBERGANNA WEALTH MANAGEMENT
· CIK 0002089528| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | Real Estate | 1,866 | $1.4M | 0.67% | SOLD |
| 2 | ZTS | ZOETIS INC | Healthcare | 7,823 | $984K | 0.46% | SOLD |
| 3 | MBB | ISHARES TR | — | 8,666 | $825K | 0.39% | SOLD |
| 4 | SHYG | ISHARES TR | — | 6,700 | $287K | 0.14% | SOLD |
| 5 | PFF | ISHARES TR | — | 8,422 | $261K | 0.12% | SOLD |
| 6 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 3,925 | $243K | 0.11% | SOLD |
| 7 | APP | APPLOVIN CORP | Technology | 356 | $240K | 0.11% | SOLD |
| 8 | EMR | EMERSON ELEC CO | Industrials | 1,713 | $227K | 0.11% | SOLD |
| 9 | BKLN | INVESCO EXCH TRADED FD TR II | — | 10,786 | $227K | 0.11% | SOLD |
| 10 | — | ASTRAZENECA PLC | — | 2,200 | $202K | 0.10% | SOLD |
| 11 | HYS | PIMCO ETF TR | — | 2,113 | $200K | 0.09% | SOLD |
Sector Allocation
Financial Services
44.6%
Technology
27.2%
Communication Services
6.9%
Healthcare
6.9%
Industrials
6.3%
Energy
3.8%
Consumer Cyclical
3.1%
Consumer Defensive
0.8%
Real Estate
0.2%
Utilities
0.2%