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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LRCX | LAM RESEARCH CORP | Technology | 1,798.0 | $779K | 0.33% | +22.0 | +1.2% | $433.33 | -29.0% |
| 42 | ITOT | ISHARES TR | — | 4,735.0 | $778K | 0.33% | +916.0 | +24.0% | $164.27 | +2.7% |
| 43 | XOM | EXXON MOBIL CORP | Energy | 5,491.0 | $751K | 0.32% | +537.0 | +10.8% | $136.72 | +16.6% |
| 44 | MU | MICRON TECHNOLOGY INC | Technology | 577.0 | $666K | 0.28% | -25.0 | -4.2% | $1154.11 | -11.9% |
| 45 | JNK | SPDR SERIES TRUST | — | 6,892.0 | $661K | 0.28% | — | — | $95.84 | -0.6% |
| 46 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,549.0 | $581K | 0.25% | +370.0 | +31.4% | $375.32 | -22.0% |
| 47 | XLK | SELECT SECTOR SPDR TR | — | 3,043.0 | $580K | 0.25% | +157.0 | +5.4% | $190.52 | -1.7% |
| 48 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,267.0 | $576K | 0.25% | +132.0 | +6.2% | $253.97 | +8.4% |
| 49 | CVX | CHEVRON CORPORATION | Energy | 3,438.0 | $570K | 0.24% | +490.0 | +16.6% | $165.76 | +25.8% |
| 50 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,177.0 | $562K | 0.24% | -223.0 | -15.9% | $477.57 | -10.2% |
| 51 | — | ICICI BANK LIMITED | — | 19,335.0 | $561K | 0.24% | -2K | -8.3% | $29.03 | — |
| 52 | ABBV | ABBVIE INC | Healthcare | 2,191.0 | $551K | 0.24% | -33.0 | -1.5% | $251.64 | +1.9% |
| 53 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 10,292.0 | $548K | 0.23% | -2K | -18.4% | $53.29 | +4.4% |
| 54 | WIT | WIPRO LTD | Technology | 243,411.0 | $548K | 0.23% | -8K | -3.1% | $2.25 | -19.6% |
| 55 | HDB | HDFC BANK LTD | Financial Services | 20,847.0 | $538K | 0.23% | +778.0 | +3.9% | $25.83 | -10.3% |
| 56 | INFY | INFOSYS LTD | Technology | 51,242.0 | $538K | 0.23% | +9K | +22.7% | $10.49 | +11.5% |
| 57 | RDY | DR REDDYS LABS LTD | Healthcare | 36,657.0 | $531K | 0.23% | -2K | -5.1% | $14.49 | -17.4% |
| 58 | MMM | 3M CO | Industrials | 3,259.0 | $528K | 0.23% | -127.0 | -3.8% | $161.91 | +4.1% |
| 59 | LLY | ELI LILLY & CO | Healthcare | 439.0 | $527K | 0.23% | +34.0 | +8.4% | $1199.43 | -4.3% |
| 60 | SNPS | SYNOPSYS INC | Technology | 1,154.0 | $515K | 0.22% | +478.0 | +70.7% | $446.07 | -11.7% |
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
49.2%
Consumer Cyclical
16.9%
Communication Services
16.0%
Financial Services
7.6%
Healthcare
4.7%
Industrials
2.9%
Energy
1.5%
Consumer Defensive
0.9%
Basic Materials
0.3%