Portfolio (Quarterly)
Guide ↗
Eddie Patel Inc
· CIK 0002078760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ONEQ | FIDELITY COMWLTH TR | — | 3,305 | $302K | 0.23% | SOLD |
| 22 | JD | JD.COM INC | Consumer Cyclical | 9,852 | $283K | 0.21% | SOLD |
| 23 | EWP | ISHARES INC | — | 4,966 | $268K | 0.20% | SOLD |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | — | 595 | $264K | 0.20% | SOLD |
| 25 | CARZ | FIRST TR EXCHANGE TRADED FD | — | 3,373 | $263K | 0.20% | SOLD |
| 26 | FEZ | SPDR INDEX SHS FDS | — | 4,069 | $262K | 0.20% | SOLD |
| 27 | IOO | ISHARES TR | — | 2,026 | $257K | 0.19% | SOLD |
| 28 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 836 | $254K | 0.19% | SOLD |
| 29 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 308 | $238K | 0.18% | SOLD |
| 30 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,619 | $237K | 0.18% | SOLD |
| 31 | ONLN | PROSHARES TR | — | 3,872 | $229K | 0.17% | SOLD |
| 32 | THNQ | EXCHANGE TRADED CONCEPTS TRU | — | 3,588 | $228K | 0.17% | SOLD |
| 33 | GNOM | GLOBAL X FDS | — | 4,795 | $218K | 0.16% | SOLD |
| 34 | ADBE | ADOBE INC | Technology | 613 | $214K | 0.16% | SOLD |
| 35 | UPS | UNITED PARCEL SERVICE INC | Industrials | 2,144 | $213K | 0.16% | SOLD |
| 36 | PFE | PFIZER INC | Healthcare | 8,288 | $206K | 0.15% | SOLD |
| 37 | MLI | MUELLER INDS INC | Industrials | 1,787 | $205K | 0.15% | SOLD |
| 38 | ARKG | ARK ETF TR | — | 7,020 | $203K | 0.15% | SOLD |
Sector Allocation
Technology
28.7%
Financial Services
23.2%
Industrials
12.9%
Basic Materials
9.3%
Consumer Cyclical
8.3%
Communication Services
7.3%
Healthcare
6.8%
Energy
1.9%
Consumer Defensive
1.3%
Utilities
0.4%