Portfolio (Quarterly)
Guide ↗
1900 WEALTH MANAGEMENT LLC
· CIK 0001791996| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | COMERICA INC | — | 4,203 | $368K | 0.02% | SOLD |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 1,992 | $367K | 0.02% | SOLD |
| 3 | BAC | BANK AMERICA CORP | Financial Services | 6,408 | $352K | 0.02% | SOLD |
| 4 | INTC | INTEL CORP | Technology | 9,221 | $340K | 0.02% | SOLD |
| 5 | BX | BLACKSTONE INC | Financial Services | 1,757 | $271K | 0.02% | SOLD |
| 6 | SUN | SUNOCO LP/SUNOCO FIN CORP | Energy | 4,508 | $236K | 0.01% | SOLD |
| 7 | — | TECHNIPFMC PLC | — | 4,822 | $215K | 0.01% | SOLD |
| 8 | DSI | ISHARES TR | — | 1,663 | $214K | 0.01% | SOLD |
| 9 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,104 | $214K | 0.01% | SOLD |
| 10 | MS | MORGAN STANLEY | Financial Services | 1,172 | $208K | 0.01% | SOLD |
| 11 | SPYG | SPDR SERIES TRUST | — | 1,948 | $208K | 0.01% | SOLD |
| 12 | WCN | WASTE CONNECTIONS INC | Industrials | 1,180 | $207K | 0.01% | SOLD |
Sector Allocation
Technology
30.8%
Energy
17.4%
Financial Services
13.6%
Industrials
9.4%
Consumer Cyclical
8.4%
Healthcare
7.7%
Communication Services
6.2%
Consumer Defensive
4.7%
Basic Materials
1.2%
Utilities
0.7%