Portfolio (Quarterly)
Guide ↗
Meramec Financial Planners, LLC
· CIK 0002100778| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AHYB | AMERICAN CENTY ETF TR | — | 154 | $7K | 0.00% | SOLD |
| 22 | QGRO | AMERICAN CENTY ETF TR | — | 65 | $7K | 0.00% | SOLD |
| 23 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 67 | $7K | 0.00% | SOLD |
| 24 | VTIP | VANGUARD MALVERN FDS | — | 122 | $6K | 0.00% | SOLD |
| 25 | HTO | H2O AMERICA | Utilities | 107 | $6K | 0.00% | SOLD |
| 26 | JBSS | SANFILIPPO JOHN B & SON INC | Consumer Defensive | 57 | $5K | 0.00% | SOLD |
| 27 | SLYV | SPDR SERIES TRUST | — | 44 | $4K | 0.00% | SOLD |
| 28 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 304 | $4K | 0.00% | SOLD |
| 29 | ALKT | ALKAMI TECHNOLOGY INC | Technology | 170 | $3K | 0.00% | SOLD |
| 30 | RYN | RAYONIER INC | Real Estate | 124 | $3K | 0.00% | SOLD |
| 31 | OMEX | ODYSSEY MARINE EXPL INC | Industrials | 63 | $103.0 | — | SOLD |
| 32 | PATH | UIPATH INC | Technology | 7 | $91.0 | — | SOLD |
| 33 | NU | NU HLDGS LTD | Financial Services | 4 | $70.0 | — | SOLD |
| 34 | SMCI | SUPER MICRO COMPUTER INC | Technology | 1 | $35.0 | — | SOLD |
Sector Allocation
Technology
33.1%
Financial Services
22.1%
Healthcare
10.3%
Industrials
8.0%
Consumer Cyclical
7.7%
Consumer Defensive
6.8%
Communication Services
4.6%
Energy
3.2%
Utilities
2.6%
Real Estate
0.9%