Portfolio (Quarterly)
Guide ↗
CogentBlue Wealth Advisors, LLC
· CIK 0002054047| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INFY | INFOSYS LTD | Technology | 21,195 | $378K | 0.26% | SOLD |
| 2 | ORCL | ORACLE CORP | Technology | 1,457 | $284K | 0.19% | SOLD |
| 3 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,489 | $282K | 0.19% | SOLD |
| 4 | SONY | SONY GROUP CORP | Technology | 9,972 | $255K | 0.17% | SOLD |
| 5 | WFC | WELLS FARGO CO NEW | Financial Services | 2,492 | $232K | 0.16% | SOLD |
| 6 | NFLX | NETFLIX INC | Communication Services | 2,415 | $226K | 0.15% | SOLD |
| 7 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 236 | $207K | 0.14% | SOLD |
| 8 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 7,646 | $200K | 0.14% | SOLD |
| 9 | WIT | WIPRO LTD | Technology | 13,446 | $38K | 0.03% | SOLD |
Sector Allocation
Technology
63.7%
Financial Services
11.4%
Industrials
9.2%
Consumer Cyclical
8.3%
Consumer Defensive
4.3%
Communication Services
1.4%
Energy
0.9%
Basic Materials
0.7%