Portfolio (Quarterly)
Guide ↗
WOLFF WIESE MAGANA LLC
· CIK 0001832097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | ABRDN GLOBAL PREMIER PPTYS F | — | 1,356 | $5K | 0.00% | SOLD |
| 22 | LMB | LIMBACH HLDGS INC | Industrials | 60 | $5K | 0.00% | SOLD |
| 23 | — | CENTRAIS ELET BRAS SA | — | 525 | $5K | 0.00% | SOLD |
| 24 | — | PLYMOUTH INDL REIT INC | — | 200 | $4K | 0.00% | SOLD |
| 25 | — | GT BIOPHARMA INC | — | 5,000 | $4K | 0.00% | SOLD |
| 26 | IGSB | ISHARES TR | — | 72 | $4K | 0.00% | SOLD |
| 27 | — | COMERICA INC | — | 40 | $3K | 0.00% | SOLD |
| 28 | SPYM | SPDR SERIES TRUST | — | 36 | $3K | 0.00% | SOLD |
| 29 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 70 | $2K | 0.00% | SOLD |
| 30 | SJM | SMUCKER J M CO | Consumer Defensive | 23 | $2K | 0.00% | SOLD |
| 31 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 20 | $2K | 0.00% | SOLD |
| 32 | APP | APPLOVIN CORP | Technology | 3 | $2K | 0.00% | SOLD |
| 33 | EMN | EASTMAN CHEM CO | Basic Materials | 24 | $2K | 0.00% | SOLD |
| 34 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 30 | $1K | 0.00% | SOLD |
| 35 | FDS | FACTSET RESH SYS INC | Financial Services | 5 | $1K | 0.00% | SOLD |
| 36 | ACN | ACCENTURE PLC IRELAND | Technology | 5 | $1K | 0.00% | SOLD |
| 37 | HUM | HUMANA INC | Healthcare | 5 | $1K | 0.00% | SOLD |
| 38 | PAYX | PAYCHEX INC | Industrials | 10 | $1K | 0.00% | SOLD |
| 39 | VRSK | VERISK ANALYTICS INC | Industrials | 5 | $1K | 0.00% | SOLD |
| 40 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 5 | $1K | 0.00% | SOLD |
Sector Allocation
Technology
29.4%
Financial Services
20.9%
Healthcare
14.7%
Industrials
8.6%
Consumer Defensive
8.1%
Consumer Cyclical
6.2%
Communication Services
4.2%
Real Estate
2.8%
Utilities
2.8%
Energy
1.9%