Portfolio (Quarterly)
Guide ↗
Arcadia Wealth Management, Inc.
· CIK 0002059339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | — | 474 | $357K | 0.20% | SOLD |
| 2 | V | VISA INC | Financial Services | 605 | $212K | 0.12% | SOLD |
| 3 | — | NEBIUS GROUP N.V. | — | 2,500 | $209K | 0.12% | SOLD |
| 4 | JOBY | JOBY AVIATION INC | Industrials | 15,000 | $198K | 0.11% | SOLD |
| 5 | WEAV | WEAVE COMMUNICATIONS INC | Technology | 13,500 | $102K | 0.06% | SOLD |
| 6 | MCHX | MARCHEX INC | Communication Services | 29,050 | $48K | 0.03% | SOLD |
| 7 | CURI | CURIOSITYSTREAM INC | Communication Services | 10,797 | $41K | 0.02% | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
25.2%
Consumer Cyclical
12.8%
Energy
9.9%
Consumer Defensive
8.2%
Healthcare
7.0%
Industrials
5.4%
Communication Services
4.0%