Portfolio (Quarterly)
Guide ↗
Braeburn Wealth Management LLC
· CIK 0002111759| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XBI | SPDR SERIES TRUST | — | 25,068 | $3.1M | 1.56% | SOLD |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 6,114 | $1.3M | 0.67% | SOLD |
| 3 | HOOD | ROBINHOOD MKTS INC | Financial Services | 11,475 | $1.3M | 0.66% | SOLD |
| 4 | VRT | VERTIV HOLDINGS CO | Industrials | 7,171 | $1.2M | 0.59% | SOLD |
| 5 | GMAB | GENMAB A/S | Healthcare | 35,196 | $1.1M | 0.55% | SOLD |
| 6 | MDB | MONGODB INC | Technology | 1,677 | $704K | 0.36% | SOLD |
| 7 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 4,879 | $702K | 0.36% | SOLD |
| 8 | MCO | MOODYS CORP | Financial Services | 1,181 | $603K | 0.31% | SOLD |
| 9 | BIP | BROOKFIELD INFRAST PARTNERS | Utilities | 15,823 | $550K | 0.28% | SOLD |
| 10 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 7,298 | $420K | 0.21% | SOLD |
| 11 | WEC | WEC ENERGY GROUP INC | Utilities | 3,871 | $408K | 0.21% | SOLD |
| 12 | — | ASTRAZENECA PLC | — | 4,355 | $400K | 0.20% | SOLD |
| 13 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,718 | $313K | 0.16% | SOLD |
| 14 | NFLX | NETFLIX INC | Communication Services | 2,990 | $280K | 0.14% | SOLD |
| 15 | APH | AMPHENOL CORP NEW | Technology | 1,824 | $246K | 0.13% | SOLD |
| 16 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,435 | $206K | 0.10% | SOLD |
Sector Allocation
Financial Services
40.4%
Technology
26.4%
Industrials
9.5%
Consumer Cyclical
7.0%
Communication Services
5.2%
Real Estate
3.3%
Healthcare
2.6%
Consumer Defensive
2.6%
Utilities
2.5%
Basic Materials
0.4%