Portfolio (Quarterly)
Guide ↗
SIMA Wealth Partners, LLC
· CIK 0002135539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | — | 60 | $45K | 0.03% | SOLD |
| 2 | KNSL | KINSALE CAP GROUP INC | Financial Services | 40 | $17K | 0.01% | SOLD |
| 3 | VHT | VANGUARD WORLD FD | — | 59 | $15K | 0.01% | SOLD |
| 4 | GE | GE AEROSPACE | Industrials | 40 | $12K | 0.01% | SOLD |
| 5 | — | PROSHARES TR | — | 800 | $12K | 0.01% | SOLD |
| 6 | ORCL | ORACLE CORP | Technology | 35 | $10K | 0.01% | SOLD |
| 7 | INTC | INTEL CORP | Technology | 274 | $9K | 0.01% | SOLD |
| 8 | BSET | BASSETT FURNITURE INDS INC | Consumer Cyclical | 501 | $8K | 0.01% | SOLD |
| 9 | GEV | GE VERNOVA INC | Utilities | 11 | $7K | 0.01% | SOLD |
| 10 | DWX | SPDR INDEX SHS FDS | — | 155 | $7K | 0.01% | SOLD |
| 11 | CSCO | CISCO SYS INC | Technology | 95 | $6K | 0.01% | SOLD |
| 12 | AMGN | AMGEN INC | Healthcare | 23 | $6K | 0.01% | SOLD |
| 13 | HYS | PIMCO ETF TR | — | 63 | $6K | 0.01% | SOLD |
| 14 | IHY | VANECK ETF TRUST | — | 255 | $6K | 0.00% | SOLD |
| 15 | TRV | TRAVELERS COMPANIES INC | Financial Services | 20 | $6K | 0.00% | SOLD |
| 16 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 120 | $5K | 0.00% | SOLD |
| 17 | PGX | INVESCO EXCH TRADED FD TR II | — | 440 | $5K | 0.00% | SOLD |
| 18 | — | KELLANOVA | — | 55 | $5K | 0.00% | SOLD |
| 19 | SJM | SMUCKER J M CO | Consumer Defensive | 40 | $4K | 0.00% | SOLD |
| 20 | WFC | WELLS FARGO CO NEW | Financial Services | 51 | $4K | 0.00% | SOLD |
Sector Allocation
Consumer Defensive
27.0%
Technology
22.6%
Consumer Cyclical
14.7%
Industrials
11.1%
Healthcare
10.4%
Financial Services
10.0%
Communication Services
2.3%
Utilities
1.1%
Energy
0.9%