Portfolio (Quarterly)
Guide ↗
Stronghold Wealth Management L.L.C.
· CIK 0002107257| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EMQQ | EMQQ THE EMERGING MARKETS INTERNET ETF | — | 7,000 | $283K | 0.42% | SOLD |
| 2 | CCJ | CAMECO CORP COM | Energy | 2,752 | $252K | 0.37% | SOLD |
| 3 | UBS | UBS GROUP AG SHS | Financial Services | 4,901 | $227K | 0.34% | SOLD |
| 4 | ABT | ABBOTT LABS COM | Healthcare | 1,797 | $225K | 0.33% | SOLD |
| 5 | BDX | BECTON DICKINSON & CO COM | Healthcare | 1,143 | $222K | 0.33% | SOLD |
| 6 | PB | PROSPERITY BANCSHARES INC COM | Financial Services | 3,073 | $212K | 0.31% | SOLD |
| 7 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 1,008 | $210K | 0.31% | SOLD |
| 8 | IYF | ISHARES U.S. FINANCIALS ETF | — | 1,571 | $203K | 0.30% | SOLD |
| 9 | NSC | NORFOLK SOUTHN CORP COM | Industrials | 699 | $202K | 0.30% | SOLD |
| 10 | HOMB | HOME BANCSHARES INC COM | Financial Services | 7,224 | $201K | 0.30% | SOLD |
Sector Allocation
Financial Services
39.9%
Technology
18.5%
Healthcare
8.4%
Communication Services
7.1%
Consumer Defensive
5.6%
Industrials
5.4%
Real Estate
4.7%
Energy
4.5%
Consumer Cyclical
4.2%
Utilities
0.8%