Portfolio (Quarterly)
Guide ↗
Green Ridge Wealth Planning LLC
· CIK 0002117069| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 106,530 | $8.0M | 4.09% | SOLD |
| 2 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 60,732 | $4.3M | 2.22% | SOLD |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 24,378 | $1.2M | 0.62% | SOLD |
| 4 | DIS | DISNEY WALT CO | Communication Services | 2,233 | $254K | 0.13% | SOLD |
| 5 | WDAY | WORKDAY INC | Technology | 1,103 | $237K | 0.12% | SOLD |
| 6 | FSLR | FIRST SOLAR INC | Energy | 894 | $234K | 0.12% | SOLD |
| 7 | PGR | PROGRESSIVE CORP | Financial Services | 1,002 | $228K | 0.12% | SOLD |
| 8 | NOW | SERVICENOW INC | Technology | 1,475 | $226K | 0.12% | SOLD |
| 9 | RC | READY CAPITAL CORP | Real Estate | 14,813 | $32K | 0.02% | SOLD |
Sector Allocation
Financial Services
37.6%
Technology
30.0%
Communication Services
13.3%
Consumer Cyclical
10.2%
Healthcare
3.3%
Industrials
3.0%
Consumer Defensive
1.4%
Utilities
0.9%
Energy
0.3%