Portfolio (Quarterly)
Guide ↗
FMB WEALTH MANAGEMENT
· CIK 0002040224| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWR | ISHARES TR | — | 18,651 | $1.8M | 0.71% | SOLD |
| 2 | GNR | SPDR INDEX SHS FDS | — | 21,799 | $1.4M | 0.53% | SOLD |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2,638 | $802K | 0.32% | SOLD |
| 4 | IJR | ISHARES TR | — | 4,846 | $582K | 0.23% | SOLD |
| 5 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,276 | $411K | 0.16% | SOLD |
| 6 | ASML | ASML HOLDING N V | Technology | 319 | $341K | 0.14% | SOLD |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 995 | $295K | 0.12% | SOLD |
| 8 | LLY | ELI LILLY & CO | Healthcare | 258 | $277K | 0.11% | SOLD |
| 9 | DIS | DISNEY WALT CO | Communication Services | 2,215 | $252K | 0.10% | SOLD |
| 10 | HD | HOME DEPOT INC | Consumer Cyclical | 705 | $243K | 0.10% | SOLD |
| 11 | RTX | RTX CORPORATION | Industrials | 1,309 | $240K | 0.10% | SOLD |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,347 | $239K | 0.09% | SOLD |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 510 | $239K | 0.09% | SOLD |
| 14 | HSBC | HSBC HLDGS PLC | Financial Services | 3,010 | $237K | 0.09% | SOLD |
| 15 | SHEL | SHELL PLC | Energy | 3,145 | $231K | 0.09% | SOLD |
| 16 | — | ASTRAZENECA PLC | — | 2,477 | $228K | 0.09% | SOLD |
| 17 | AXP | AMERICAN EXPRESS CO | Financial Services | 589 | $218K | 0.09% | SOLD |
| 18 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,419 | $203K | 0.08% | SOLD |
| 19 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 11,812 | $63K | 0.03% | SOLD |
Sector Allocation
Technology
38.3%
Healthcare
12.8%
Consumer Cyclical
12.7%
Financial Services
11.9%
Communication Services
10.1%
Energy
8.7%
Industrials
4.6%
Utilities
1.0%