Portfolio (Quarterly)
Guide ↗
FAMILY WEALTH PARTNERS, LLC
· CIK 0002016217| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | — | 3,114 | $372K | 0.13% | SOLD |
| 2 | ZM | ZOOM COMMUNICATIONS INC | Technology | 3,179 | $274K | 0.10% | SOLD |
| 3 | PEP | PEPSICO INC | Consumer Defensive | 1,647 | $236K | 0.09% | SOLD |
| 4 | VRSN | VERISIGN INC | Technology | 913 | $222K | 0.08% | SOLD |
| 5 | AAPL | APPLE INC | Technology | 803 | $218K | 0.08% | SOLD |
| 6 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,219 | $212K | 0.08% | SOLD |
| 7 | HUBS | HUBSPOT INC | Technology | 510 | $205K | 0.07% | SOLD |
| 8 | MEDP | MEDPACE HLDGS INC | Healthcare | 361 | $203K | 0.07% | SOLD |
Sector Allocation
Financial Services
62.6%
Real Estate
8.2%
Technology
8.2%
Industrials
5.1%
Healthcare
4.8%
Consumer Cyclical
3.2%
Utilities
2.5%
Consumer Defensive
2.4%
Communication Services
2.0%
Basic Materials
0.6%