Portfolio (Quarterly)
Guide ↗
Peck Wealth Management, LLC
· CIK 0002135125| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MRK | MERCK & CO. INC. | Healthcare | 3,659.0 | $307K | 0.29% | NEW | — | $83.93 | +36.5% |
| 62 | PEP | PEPSICO INC | Consumer Defensive | 2,162.0 | $304K | 0.29% | NEW | — | $140.44 | +6.6% |
| 63 | WMT | WALMART INC | Consumer Defensive | 2,874.0 | $296K | 0.28% | NEW | — | $103.06 | +29.4% |
| 64 | JMUB | JPMORGAN MUNICIPAL ETF | — | 5,562.0 | $281K | 0.27% | NEW | — | $50.47 | -1.2% |
| 65 | — | JPMORGAN SHORT DURATION CORE PLU ETF | — | 5,450.0 | $259K | 0.25% | NEW | — | $47.61 | — |
| 66 | ABT | ABBOTT LABS | Healthcare | 1,850.0 | $248K | 0.24% | NEW | — | $133.94 | -34.9% |
| 67 | MCO | MOODYS CORP | Financial Services | 500.0 | $238K | 0.23% | NEW | — | $476.48 | -9.7% |
| 68 | GOOGL | ALPHABET INC | Communication Services | 974.0 | $237K | 0.23% | NEW | — | $243.10 | +61.7% |
| 69 | GE | GE AEROSPACE | Industrials | 750.0 | $226K | 0.22% | NEW | — | $300.82 | -4.3% |
| 70 | CAT | CATERPILLAR INC | Industrials | 437.0 | $209K | 0.20% | NEW | — | $477.15 | +81.0% |
| 71 | QCOM | QUALCOMM INC | Technology | 1,051.0 | $175K | 0.17% | NEW | — | $166.36 | +17.8% |
| 72 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,200.0 | $173K | 0.17% | NEW | — | $144.54 | +9.7% |
| 73 | ADP | AUTOMATIC DATA PROCESSIN | Industrials | 566.0 | $166K | 0.16% | NEW | — | $293.50 | -26.5% |
| 74 | IJT | ISHARES S&P SMLL CAP 600GRTH ETF | — | 1,112.0 | $157K | 0.15% | NEW | — | $141.50 | +11.3% |
| 75 | GRPM | INVESCO S&P MIDCAP 400A GARP ETF | — | 1,254.0 | $151K | 0.14% | NEW | — | $120.62 | +3.8% |
| 76 | PGR | PROGRESSIVE CORP OH | Financial Services | 600.0 | $148K | 0.14% | NEW | — | $246.95 | -18.4% |
| 77 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 1,809.0 | $145K | 0.14% | NEW | — | $79.94 | +12.4% |
| 78 | KO | THE COCA-COLA CO | Consumer Defensive | 2,156.0 | $143K | 0.14% | NEW | — | $66.32 | +23.7% |
| 79 | CSCO | CISCO SYS INC | Technology | 2,000.0 | $137K | 0.13% | NEW | — | $68.42 | +69.9% |
| 80 | IVW | ISHARES S&P 500 GROWTH ETF | — | 1,119.0 | $135K | 0.13% | NEW | — | $120.72 | +12.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.7%
Financial Services
19.7%
Consumer Cyclical
13.7%
Industrials
5.7%
Communication Services
3.3%
Healthcare
2.9%
Consumer Defensive
2.6%
Energy
1.6%
Utilities
0.6%
Basic Materials
0.2%