Portfolio (Quarterly)
Guide ↗
CrossGen Wealth, LLC
· CIK 0002112179| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TYL | TYLER TECHNOLOGIES INCORPORATED | Technology | 212 | $96K | 0.09% | SOLD |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 275 | $21K | 0.02% | SOLD |
| 3 | UNH | UNITEDHEALTH GROUP INCORPORATED | Healthcare | 60 | $20K | 0.02% | SOLD |
| 4 | ROP | ROPER TECHNOLOGIES INCORPORATED | Industrials | 35 | $16K | 0.01% | SOLD |
| 5 | SYF | SYNCHRONY FINANCIAL | Financial Services | 121 | $10K | 0.01% | SOLD |
| 6 | IVW | ISHARES TR S&P 500 GRWT ETF | — | 32 | $4K | 0.00% | SOLD |
| 7 | Z | ZILLOW GROUP INCORPORATED CLASS C CAP STK | Communication Services | 50 | $3K | 0.00% | SOLD |
| 8 | — | HILLENBRAND INCORPORATED | — | 75 | $2K | 0.00% | SOLD |
| 9 | T | AT&T INCORPORATED | Communication Services | 12 | $298.0 | — | SOLD |
Sector Allocation
Technology
23.8%
Financial Services
20.9%
Energy
11.7%
Consumer Cyclical
10.2%
Industrials
10.2%
Consumer Defensive
6.5%
Healthcare
6.4%
Communication Services
5.5%
Basic Materials
2.9%
Real Estate
1.2%