Portfolio (Quarterly)
Guide ↗
GENTRY PRIVATE WEALTH, LLC
· CIK 0002022634| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | — | 15,610 | $986K | 0.62% | SOLD |
| 2 | BKLN | INVESCO EXCH TRADED FD TR II | — | 36,499 | $766K | 0.48% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 4,057 | $747K | 0.47% | SOLD |
| 4 | COIN | COINBASE GLOBAL INC | Financial Services | 2,395 | $542K | 0.34% | SOLD |
| 5 | VFH | VANGUARD WORLD FD | — | 3,475 | $464K | 0.29% | SOLD |
| 6 | CLIP | GLOBAL X FDS | — | 3,050 | $305K | 0.19% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 813 | $215K | 0.14% | SOLD |
Sector Allocation
Financial Services
26.2%
Technology
15.1%
Energy
11.0%
Consumer Cyclical
10.0%
Communication Services
9.5%
Consumer Defensive
7.9%
Healthcare
7.1%
Utilities
6.0%
Real Estate
4.1%
Industrials
3.2%