Portfolio (Quarterly)
Guide ↗
Arta Finance Wealth Management LLC
· CIK 0002099257| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GOOGL | ALPHABET INC | Communication Services | 6,683.0 | $2.1M | 1.07% | NEW | — | $313.00 | +24.2% |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 8,518.0 | $1.5M | 0.77% | NEW | — | $177.75 | -25.5% |
| 23 | ORCL | ORACLE CORP | Technology | 7,643.0 | $1.5M | 0.76% | NEW | — | $194.40 | -1.8% |
| 24 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 21,886.0 | $1.5M | 0.76% | NEW | — | $67.64 | +4.9% |
| 25 | XLC | SELECT SECTOR SPDR TR | — | 12,565.0 | $1.5M | 0.76% | NEW | — | $117.72 | -1.2% |
| 26 | CRM | SALESFORCE INC | Technology | 5,312.0 | $1.4M | 0.72% | NEW | — | $264.91 | -33.0% |
| 27 | IAU | ISHARES GOLD TR | Financial Services | 17,194.0 | $1.4M | 0.71% | NEW | — | $81.17 | +3.2% |
| 28 | SGOL | ETFS GOLD TR | Financial Services | 33,175.0 | $1.4M | 0.69% | NEW | — | $41.08 | +3.2% |
| 29 | MRVL | MARVELL TECHNOLOGY INC | Technology | 15,632.0 | $1.3M | 0.68% | NEW | — | $84.92 | +134.0% |
| 30 | ADBE | ADOBE INC | Technology | 3,766.0 | $1.3M | 0.67% | NEW | — | $349.99 | -31.9% |
| 31 | TWLO | TWILIO INC | Communication Services | 8,455.0 | $1.2M | 0.61% | NEW | — | $142.24 | +27.7% |
| 32 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 2,015.0 | $1.1M | 0.58% | NEW | — | $566.36 | -26.1% |
| 33 | SYM | SYMBOTIC INC | Industrials | 18,945.0 | $1.1M | 0.57% | NEW | — | $59.50 | -9.9% |
| 34 | BOTZ | GLOBAL X FDS | — | 30,077.0 | $1.1M | 0.56% | NEW | — | $36.23 | +10.6% |
| 35 | AMD | ADVANCED MICRO DEVICES INC | Technology | 4,384.0 | $939K | 0.48% | NEW | — | $214.16 | +131.4% |
| 36 | AVGO | BROADCOM INC | Technology | 2,607.0 | $902K | 0.46% | NEW | — | $346.10 | +21.9% |
| 37 | VCIT | VANGUARD SCOTTSDALE FDS | — | 8,720.0 | $730K | 0.37% | NEW | — | $83.75 | -1.4% |
| 38 | TIP | ISHARES TR | — | 6,434.0 | $707K | 0.36% | NEW | — | $109.91 | +0.9% |
| 39 | SCHP | SCHWAB STRATEGIC TR | — | 26,606.0 | $705K | 0.36% | NEW | — | $26.49 | +1.0% |
| 40 | — | ICICI BANK LIMITED | — | 21,743.0 | $648K | 0.33% | NEW | — | $29.80 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.1%
Communication Services
24.4%
Consumer Cyclical
16.2%
Financial Services
8.9%
Healthcare
3.7%
Industrials
1.8%
Energy
1.1%
Consumer Defensive
0.7%