Portfolio (Quarterly)
Guide ↗
BAM Wealth Management, LLC
· CIK 0002093649| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 485 | $227K | 0.16% | SOLD |
| 22 | EFG | ISHARES TR | — | 1,937 | $221K | 0.16% | SOLD |
| 23 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 2,300 | $213K | 0.15% | SOLD |
| 24 | VUG | VANGUARD INDEX FDS | — | 434 | $212K | 0.15% | SOLD |
| 25 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 371 | $210K | 0.15% | SOLD |
| 26 | CMCSA | COMCAST CORP NEW | Communication Services | 6,977 | $209K | 0.15% | SOLD |
| 27 | PFE | PFIZER INC | Healthcare | 8,372 | $208K | 0.15% | SOLD |
| 28 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,352 | $208K | 0.15% | SOLD |
| 29 | SHYG | ISHARES TR | — | 4,797 | $206K | 0.15% | SOLD |
Sector Allocation
Technology
37.8%
Healthcare
14.4%
Financial Services
10.6%
Communication Services
8.3%
Industrials
8.1%
Consumer Defensive
7.5%
Consumer Cyclical
6.8%
Basic Materials
2.8%
Energy
2.5%
Real Estate
1.3%