Portfolio (Quarterly)
Guide ↗
Marin Bay Wealth Advisors, LLC
· CIK 0002109834| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,827 | $438K | 0.25% | SOLD |
| 2 | RDDT | REDDIT INC | Communication Services | 1,606 | $369K | 0.21% | SOLD |
| 3 | QCOM | QUALCOMM INC | Technology | 2,059 | $352K | 0.20% | SOLD |
| 4 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,902 | $328K | 0.19% | SOLD |
| 5 | ACN | ACCENTURE PLC IRELAND | Technology | 1,178 | $316K | 0.18% | SOLD |
| 6 | — | LEIDOS HOLDINGS INC | — | 1,634 | $295K | 0.17% | SOLD |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 611 | $286K | 0.16% | SOLD |
| 8 | CRM | SALESFORCE INC | Technology | 997 | $264K | 0.15% | SOLD |
| 9 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 876 | $225K | 0.13% | SOLD |
| 10 | APH | AMPHENOL CORP NEW | Technology | 1,565 | $211K | 0.12% | SOLD |
| 11 | NVO | NOVO-NORDISK A S | Healthcare | 4,110 | $209K | 0.12% | SOLD |
| 12 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,256 | $206K | 0.12% | SOLD |
| 13 | APP | APPLOVIN CORP | Technology | 300 | $202K | 0.12% | SOLD |
| 14 | CAN | CANAAN INC | Technology | 19,000 | $13K | 0.01% | SOLD |
Sector Allocation
Financial Services
31.9%
Technology
23.2%
Industrials
10.8%
Energy
10.6%
Consumer Cyclical
7.5%
Communication Services
7.5%
Consumer Defensive
3.8%
Healthcare
2.3%
Utilities
1.8%
Basic Materials
0.4%