Portfolio (Quarterly)
Guide ↗
Stronghold Wealth Management L.L.C.
· CIK 0002107257| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 4,161 | $706K | 1.07% | SOLD |
| 2 | ZTS | ZOETIS INC CL A | Healthcare | 2,346 | $277K | 0.42% | SOLD |
| 3 | IMO | IMPERIAL OIL LTD COM NEW | Energy | 1,870 | $245K | 0.37% | SOLD |
| 4 | T | AT&T INC COM | Communication Services | 8,183 | $237K | 0.36% | SOLD |
| 5 | MRSH | MARSH & MCLENNAN COS INC COM | Financial Services | 1,349 | $234K | 0.35% | SOLD |
| 6 | CVX | CHEVRON CORPORATION COM | Energy | 1,112 | $230K | 0.35% | SOLD |
| 7 | MELI | MERCADOLIBRE INC COM | Consumer Cyclical | 132 | $228K | 0.34% | SOLD |
| 8 | EFX | EQUIFAX INC COM | Industrials | 1,158 | $209K | 0.32% | SOLD |
| 9 | INTU | INTUIT COM | Technology | 474 | $205K | 0.31% | SOLD |
| 10 | CMCSA | COMCAST CORP NEW CL A | Communication Services | 7,104 | $204K | 0.31% | SOLD |
| 11 | — | AEGON LTD AMER REG 1 CERT | — | 10,155 | $74K | 0.11% | SOLD |
Sector Allocation
Financial Services
41.0%
Technology
21.3%
Healthcare
9.1%
Industrials
7.2%
Communication Services
5.0%
Consumer Defensive
5.0%
Real Estate
4.4%
Consumer Cyclical
4.3%
Energy
1.2%
Basic Materials
0.8%