Portfolio (Quarterly)
Guide ↗
5T Wealth, LLC
· CIK 0002039313| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | Financial Services | 5,797 | $579K | 0.23% | SOLD |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 2,655 | $489K | 0.20% | SOLD |
| 3 | TFC | TRUIST FINL CORP | Financial Services | 8,357 | $411K | 0.16% | SOLD |
| 4 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 6,350 | $319K | 0.13% | SOLD |
| 5 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 42 | $225K | 0.09% | SOLD |
| 6 | ARCC | ARES CAPITAL CORP | Financial Services | 10,893 | $220K | 0.09% | SOLD |
| 7 | ILCG | ISHARES TR | — | 2,051 | $213K | 0.09% | SOLD |
| 8 | GE | GE AEROSPACE | Industrials | 653 | $201K | 0.08% | SOLD |
| 9 | GBDC | GOLUB CAP BDC INC | Financial Services | 13,145 | $178K | 0.07% | SOLD |
Sector Allocation
Financial Services
32.7%
Technology
31.6%
Communication Services
11.4%
Consumer Defensive
6.3%
Consumer Cyclical
5.8%
Energy
5.6%
Industrials
2.8%
Healthcare
2.2%
Basic Materials
1.5%