Portfolio (Quarterly)
Guide ↗
Code Waechter LLC
· CIK 0002039212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | AMCOR PLC | — | 54,113 | $451K | 0.29% | SOLD |
| 2 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 5,152 | $252K | 0.16% | SOLD |
| 3 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 3,740 | $243K | 0.16% | SOLD |
| 4 | V | VISA INC | Financial Services | 622 | $218K | 0.14% | SOLD |
| 5 | COF | CAPITAL ONE FINL CORP | Financial Services | 858 | $208K | 0.13% | SOLD |
Sector Allocation
Financial Services
19.5%
Technology
16.9%
Healthcare
13.6%
Energy
11.0%
Utilities
9.0%
Consumer Defensive
8.8%
Communication Services
6.5%
Industrials
5.8%
Consumer Cyclical
5.7%
Real Estate
2.8%