Portfolio (Quarterly)
Guide ↗
Arta Finance Wealth Management LLC
· CIK 0002099257| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GOOGL | ALPHABET INC | Communication Services | 6,871.0 | $2.0M | 0.98% | +188.0 | +2.8% | $287.56 | +35.6% |
| 22 | XLC | SELECT SECTOR SPDR TR | — | 15,767.0 | $1.7M | 0.86% | +3K | +25.5% | $110.86 | +5.0% |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 8,894.0 | $1.3M | 0.64% | +376.0 | +4.4% | $146.28 | -5.0% |
| 24 | CRM | SALESFORCE INC | Technology | 6,968.0 | $1.3M | 0.64% | +2K | +31.2% | $186.67 | -4.3% |
| 25 | ADBE | ADOBE INC | Technology | 4,854.0 | $1.2M | 0.58% | +1K | +28.9% | $243.08 | -1.2% |
| 26 | AMD | ADVANCED MICRO DEVICES INC | Technology | 5,608.0 | $1.1M | 0.56% | +1K | +27.9% | $203.43 | +157.4% |
| 27 | TIP | ISHARES TR | — | 10,196.0 | $1.1M | 0.56% | +4K | +58.5% | $110.36 | +0.6% |
| 28 | SYM | SYMBOTIC INC | Industrials | 19,773.0 | $1.1M | 0.52% | +828.0 | +4.4% | $53.20 | -6.6% |
| 29 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 2,236.0 | $1.0M | 0.51% | +221.0 | +11.0% | $460.99 | -8.6% |
| 30 | XOM | EXXON MOBIL CORP | Energy | 4,954.0 | $840K | 0.41% | +591.0 | +13.6% | $169.66 | -12.7% |
| 31 | AVGO | BROADCOM INC | Technology | 2,672.0 | $827K | 0.41% | +65.0 | +2.5% | $309.51 | +36.8% |
| 32 | SCHP | SCHWAB STRATEGIC TR | — | 27,080.0 | $720K | 0.36% | +474.0 | +1.8% | $26.58 | +0.8% |
| 33 | JNK | SPDR SERIES TRUST | — | 6,863.0 | $653K | 0.32% | +1K | +24.9% | $95.20 | +1.6% |
| 34 | CVX | CHEVRON CORPORATION | Energy | 2,948.0 | $610K | 0.30% | +610.0 | +26.1% | $206.90 | -11.4% |
| 35 | INFY | INFOSYS LTD | Technology | 41,758.0 | $564K | 0.28% | +6K | +17.9% | $13.51 | -8.1% |
| 36 | ITOT | ISHARES TR | — | 3,819.0 | $544K | 0.27% | +1K | +38.0% | $142.43 | +15.8% |
| 37 | WIT | WIPRO LTD | Technology | 251,281.0 | $533K | 0.26% | +31K | +13.9% | $2.12 | +8.7% |
| 38 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,135.0 | $522K | 0.26% | +316.0 | +17.4% | $244.44 | -5.6% |
| 39 | HDB | HDFC BANK LTD | Financial Services | 20,069.0 | $499K | 0.25% | +3K | +16.5% | $24.88 | -5.6% |
| 40 | T | AT&T INC | Communication Services | 17,159.0 | $497K | 0.25% | +6K | +57.5% | $28.99 | -14.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.1%
Communication Services
24.0%
Consumer Cyclical
15.6%
Financial Services
9.2%
Healthcare
4.3%
Industrials
2.2%
Energy
1.9%
Consumer Defensive
1.3%
Basic Materials
0.3%