Portfolio (Quarterly)
Guide ↗
Grant Private Wealth Management Inc
· CIK 0002056418| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,880 | $693K | 0.43% | SOLD |
| 2 | SGOV | ISHARES TR | — | 2,580 | $260K | 0.16% | SOLD |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 798 | $237K | 0.15% | SOLD |
| 4 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,668 | $232K | 0.14% | SOLD |
| 5 | ETN | EATON CORP PLC | Industrials | 577 | $216K | 0.13% | SOLD |
| 6 | IGV | ISHARES TR | — | 1,830 | $210K | 0.13% | SOLD |
| 7 | SNPS | SYNOPSYS INC | Technology | 426 | $210K | 0.13% | SOLD |
| 8 | IWM | ISHARES TR | — | 852 | $206K | 0.13% | SOLD |
| 9 | TT | TRANE TECHNOLOGIES PLC | Industrials | 485 | $205K | 0.13% | SOLD |
| 10 | GD | GENERAL DYNAMICS CORP | Industrials | 593 | $202K | 0.12% | SOLD |
| 11 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 1,047 | $201K | 0.12% | SOLD |
| 12 | FNV | FRANCO NEV CORP | Basic Materials | 898 | $200K | 0.12% | SOLD |
Sector Allocation
Technology
52.6%
Communication Services
14.5%
Consumer Cyclical
11.1%
Financial Services
9.2%
Healthcare
5.4%
Industrials
3.3%
Consumer Defensive
2.0%
Energy
0.8%
Basic Materials
0.6%
Utilities
0.4%