Portfolio (Quarterly)
Guide ↗
SIMA Wealth Partners, LLC
· CIK 0002135539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IYR | ISHARES TR | — | 39 | $4K | 0.00% | SOLD |
| 22 | NFG | NATIONAL FUEL GAS CO | Energy | 30 | $3K | 0.00% | SOLD |
| 23 | ED | CONSOLIDATED EDISON INC | Utilities | 25 | $3K | 0.00% | SOLD |
| 24 | MRK | MERCK & CO INC | Healthcare | 29 | $2K | 0.00% | SOLD |
| 25 | PFE | PFIZER INC | Healthcare | 85 | $2K | 0.00% | SOLD |
| 26 | CHRD | CHORD ENERGY CORPORATION | Energy | 20 | $2K | 0.00% | SOLD |
| 27 | MPC | MARATHON PETE CORP | Energy | 10 | $2K | 0.00% | SOLD |
| 28 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 65 | $2K | 0.00% | SOLD |
| 29 | TGT | TARGET CORP | Consumer Defensive | 17 | $2K | 0.00% | SOLD |
| 30 | CVX | CHEVRON CORP NEW | Energy | 7 | $1K | 0.00% | SOLD |
| 31 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 13 | $977.0 | 0.00% | SOLD |
| 32 | HPQ | HP INC | Technology | 32 | $872.0 | 0.00% | SOLD |
| 33 | HAL | HALLIBURTON CO | Energy | 35 | $861.0 | 0.00% | SOLD |
| 34 | PPL | PPL CORP | Utilities | 10 | $372.0 | — | SOLD |
| 35 | WAB | WABTEC | Industrials | 1 | $201.0 | — | 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%