Portfolio (Quarterly)
Guide ↗
Global Trust Wealth Management LLC
· CIK 0002065265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PJAN | INNOVATOR ETFS TRUST | — | 6,000 | $282K | 0.21% | SOLD |
| 2 | VB | VANGUARD INDEX FDS | — | 949 | $245K | 0.18% | SOLD |
| 3 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 650 | $221K | 0.16% | SOLD |
| 4 | LMT | LOCKHEED MARTIN CORP | Industrials | 457 | $221K | 0.16% | SOLD |
| 5 | AMZN CALL | AMAZON COM INC | Consumer Cyclical | 100 | $23K | 0.02% | SOLD |
Sector Allocation
Financial Services
48.6%
Technology
17.5%
Utilities
7.9%
Communication Services
7.0%
Industrials
6.3%
Consumer Cyclical
4.6%
Consumer Defensive
4.0%
Healthcare
1.8%
Energy
1.5%
Basic Materials
0.9%