Portfolio (Quarterly)
Guide ↗
Prism Planning Partners LLC
· CIK 0002110534| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,554 | $229K | 0.27% | SOLD |
| 2 | WMT | WALMART INC | Consumer Defensive | 1,743 | $217K | 0.26% | SOLD |
| 3 | DIS | DISNEY WALT CO | Communication Services | 1,750 | $169K | 0.20% | SOLD |
| 4 | GOOG | ALPHABET INC | — | 506 | $145K | 0.17% | SOLD |
| 5 | HD | HOME DEPOT INC | Consumer Cyclical | 415 | $137K | 0.16% | SOLD |
| 6 | CVX | CHEVRON CORPORATION | Energy | 659 | $136K | 0.16% | SOLD |
| 7 | LLY | ELI LILLY & CO | Healthcare | 131 | $120K | 0.14% | SOLD |
| 8 | GE | GE AEROSPACE | Industrials | 420 | $119K | 0.14% | SOLD |
| 9 | MRK | MERCK & CO INC | Healthcare | 716 | $86K | 0.10% | SOLD |
| 10 | AVGO | BROADCOM INC | Technology | 101 | $31K | 0.04% | SOLD |
Sector Allocation
Technology
52.9%
Communication Services
18.6%
Consumer Cyclical
10.6%
Healthcare
7.7%
Financial Services
7.4%
Energy
2.8%