Portfolio (Quarterly)
Guide ↗
Bluebird Wealth Management LLC
· CIK 0002104503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WFC | WELLS FARGO CO NEW | Financial Services | 27,484 | $2.6M | 2.39% | SOLD |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 11,580 | $2.1M | 1.92% | SOLD |
| 3 | MDB | MONGODB INC | Technology | 4,295 | $1.8M | 1.68% | SOLD |
| 4 | U | UNITY SOFTWARE INC | Technology | 33,797 | $1.5M | 1.39% | SOLD |
| 5 | ROKU | ROKU INC | Communication Services | 13,382 | $1.5M | 1.36% | SOLD |
| 6 | ITW | ILLINOIS TOOL WKS INC | Industrials | 4,869 | $1.2M | 1.12% | SOLD |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,167 | $1.1M | 1.02% | SOLD |
| 8 | LNG | CHENIERE ENERGY INC | Energy | 5,573 | $1.1M | 1.01% | SOLD |
| 9 | RH | RH | Consumer Cyclical | 2,759 | $494K | 0.46% | SOLD |
| 10 | BLK | BLACKROCK INC | Financial Services | 223 | $239K | 0.22% | SOLD |
| 11 | V | VISA INC | Financial Services | 614 | $215K | 0.20% | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
13.4%
Consumer Cyclical
12.4%
Communication Services
9.8%
Industrials
9.7%
Healthcare
8.3%
Basic Materials
4.5%
Consumer Defensive
4.4%
Utilities
3.2%
Energy
0.7%