Portfolio (Quarterly)
Guide ↗
Tortuga Wealth Management, Inc
· CIK 0002118051| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | OXY | OCCIDENTAL PETE CORP | Energy | 8,902 | $366K | 0.39% | SOLD |
| 2 | — | BLACKROCK CALIF MUN INCOME T | — | 29,800 | $320K | 0.34% | SOLD |
| 3 | COIN | COINBASE GLOBAL INC | Financial Services | 1,007 | $228K | 0.24% | SOLD |
| 4 | INCM | FRANKLIN TEMPLETON ETF TR | — | 7,600 | $213K | 0.22% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 602 | $211K | 0.22% | SOLD |
| 6 | DIS | DISNEY WALT CO | Communication Services | 1,823 | $207K | 0.22% | SOLD |
| 7 | — | FIRST FNDTN INC | — | 26,250 | $162K | 0.17% | SOLD |
| 8 | PLTR PUT | PALANTIR TECHNOLOGIES INC | Technology | 400 | $71K | 0.07% | SOLD |
Sector Allocation
Technology
42.7%
Healthcare
17.2%
Financial Services
14.3%
Consumer Cyclical
7.8%
Communication Services
7.1%
Industrials
2.9%
Utilities
2.8%
Energy
2.6%
Consumer Defensive
2.2%
Real Estate
0.4%