Portfolio (Quarterly)
Guide ↗
PALLADIEM, LLC
· CIK 0001629271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR GOLD MINISHARES ETV | Financial Services | 75,597 | $6.5M | 6.15% | SOLD |
| 2 | SAP | SAP SE SPON ADR | Technology | 1,181 | $289K | 0.27% | SOLD |
| 3 | — | ASTRAZENECA PLC SPONSORED ADR | — | 2,823 | $261K | 0.25% | SOLD |
| 4 | NVO | NOVO-NORDISK A S ADR | Healthcare | 2,279 | $117K | 0.11% | SOLD |
| 5 | NDSN | NORDSON CORP COM | Industrials | 428 | $105K | 0.10% | SOLD |
| 6 | — | PIPER SANDLER COMPANIES COM | — | 200 | $69K | 0.07% | SOLD |
| 7 | AMT | AMERICAN TOWER CORP NEW COM | Real Estate | 339 | $60K | 0.06% | SOLD |
| 8 | THRM | GENTHERM INC COM | Consumer Cyclical | 1,400 | $52K | 0.05% | SOLD |
| 9 | SPGI | S&P GLOBAL INC COM | Financial Services | 69 | $36K | 0.04% | SOLD |
| 10 | HOOD | ROBINHOOD MKTS INC COM CL A | Financial Services | 180 | $21K | 0.02% | SOLD |
| 11 | — | THOMSON REUTERS CORP COM | — | 155 | $21K | 0.02% | SOLD |
| 12 | EFX | EQUIFAX INC COM | Industrials | 85 | $19K | 0.02% | SOLD |
| 13 | DASH | DOORDASH INC CL A | Communication Services | 80 | $18K | 0.02% | SOLD |
| 14 | DEO | DIAGEO PLC SPON ADR NEW | Consumer Defensive | 52 | $5K | 0.00% | SOLD |
Sector Allocation
Financial Services
53.1%
Technology
19.0%
Industrials
7.7%
Healthcare
6.6%
Consumer Cyclical
4.3%
Communication Services
4.0%
Consumer Defensive
2.9%
Utilities
1.8%
Basic Materials
0.3%
Real Estate
0.2%