Portfolio (Quarterly)
Guide ↗
Bluebird Wealth Management LLC
· CIK 0002104503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 32,138 | $2.6M | 2.65% | SOLD |
| 2 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 12,414 | $1.6M | 1.59% | SOLD |
| 3 | COIN | COINBASE GLOBAL INC | Financial Services | 4,067 | $710K | 0.73% | SOLD |
| 4 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 9,786 | $702K | 0.72% | SOLD |
| 5 | RKT | ROCKET COS INC | Financial Services | 26,843 | $383K | 0.39% | SOLD |
| 6 | T | AT&T INC | Communication Services | 11,702 | $339K | 0.35% | SOLD |
| 7 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 695 | $264K | 0.27% | SOLD |
| 8 | HON | HONEYWELL INTL INC | Industrials | 1,025 | $232K | 0.24% | SOLD |
Sector Allocation
Technology
43.8%
Financial Services
14.5%
Industrials
11.1%
Consumer Cyclical
9.0%
Healthcare
7.3%
Communication Services
6.0%
Consumer Defensive
3.0%
Utilities
2.7%
Basic Materials
1.4%
Energy
0.9%