Portfolio (Quarterly)
Guide ↗
Wright Wealth LLC
· CIK 0002046147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CCJ | CAMECO CORP | Energy | 46,011 | $4.2M | 2.74% | SOLD |
| 2 | TSLA | TESLA INC | Consumer Cyclical | 1,652 | $743K | 0.48% | SOLD |
| 3 | SO | SOUTHERN CO | Utilities | 4,721 | $412K | 0.27% | SOLD |
| 4 | MGC | VANGUARD WORLD FD | — | 1,575 | $396K | 0.26% | SOLD |
| 5 | SPGI | S&P GLOBAL INC | Financial Services | 638 | $333K | 0.22% | SOLD |
| 6 | VTI | VANGUARD INDEX FDS | — | 810 | $272K | 0.18% | SOLD |
| 7 | ORCL | ORACLE CORP | Technology | 1,160 | $226K | 0.15% | SOLD |
| 8 | MDT | MEDTRONIC PLC | Healthcare | 2,340 | $225K | 0.15% | SOLD |
| 9 | AXP | AMERICAN EXPRESS CO | Financial Services | 567 | $210K | 0.14% | SOLD |
| 10 | KO | COCA COLA CO | Consumer Defensive | 2,937 | $205K | 0.13% | SOLD |
| 11 | HD | HOME DEPOT INC | Consumer Cyclical | 588 | $202K | 0.13% | SOLD |
| 12 | CRMD | CORMEDIX INC | Healthcare | 11,905 | $138K | 0.09% | SOLD |
| 13 | F | FORD MTR CO | Consumer Cyclical | 10,541 | $138K | 0.09% | SOLD |
Sector Allocation
Technology
41.9%
Financial Services
24.1%
Communication Services
16.1%
Energy
8.2%
Basic Materials
4.5%
Consumer Defensive
2.6%
Utilities
0.9%
Real Estate
0.9%
Consumer Cyclical
0.8%