Portfolio (Quarterly)
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Arta Finance Wealth Management LLC
· CIK 0002099257| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INFY | INFOSYS LTD | Technology | 35,429.0 | $631K | 0.32% | NEW | — | $17.82 | -30.5% |
| 42 | HDB | HDFC BANK LTD | Financial Services | 17,227.0 | $629K | 0.32% | NEW | — | $36.54 | -34.9% |
| 43 | WIT | WIPRO LTD | Technology | 220,567.0 | $626K | 0.32% | NEW | — | $2.84 | -27.8% |
| 44 | RDY | DR REDDYS LABS LTD | Healthcare | 44,581.0 | $626K | 0.32% | NEW | — | $14.04 | -3.3% |
| 45 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 7,385.0 | $606K | 0.31% | NEW | — | $82.12 | -45.4% |
| 46 | JNK | SPDR SERIES TRUST | — | 5,494.0 | $534K | 0.27% | NEW | — | $97.21 | -0.7% |
| 47 | XOM | EXXON MOBIL CORP | Energy | 4,363.0 | $525K | 0.27% | NEW | — | $120.34 | +24.5% |
| 48 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,508.0 | $484K | 0.25% | NEW | — | $320.77 | -6.7% |
| 49 | SE | SEA LTD | Consumer Cyclical | 3,374.0 | $430K | 0.22% | NEW | — | $127.57 | -26.7% |
| 50 | — | BERKSHIRE HATHAWAY INC DEL | — | 845.0 | $425K | 0.22% | NEW | — | $502.65 | — |
| 51 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,389.0 | $422K | 0.21% | NEW | — | $303.89 | +39.1% |
| 52 | LLY | ELI LILLY & CO | Healthcare | 388.0 | $417K | 0.21% | NEW | — | $1074.68 | +0.8% |
| 53 | ITOT | ISHARES TR | — | 2,767.0 | $411K | 0.21% | NEW | — | $148.69 | +10.3% |
| 54 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,792.0 | $409K | 0.21% | NEW | — | $146.58 | -12.8% |
| 55 | ABBV | ABBVIE INC | Healthcare | 1,747.0 | $399K | 0.20% | NEW | — | $228.49 | -5.7% |
| 56 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,819.0 | $376K | 0.19% | NEW | — | $206.95 | +11.8% |
| 57 | XLK | SELECT SECTOR SPDR TR | — | 2,613.0 | $376K | 0.19% | NEW | — | $143.97 | +28.1% |
| 58 | CVX | CHEVRON CORP NEW | Energy | 2,338.0 | $356K | 0.18% | NEW | — | $152.41 | +19.7% |
| 59 | BIDU | BAIDU INC | Communication Services | 2,594.0 | $339K | 0.17% | NEW | — | $130.66 | -0.6% |
| 60 | MMM | 3M CO | Industrials | 2,053.0 | $329K | 0.17% | NEW | — | $160.10 | -3.1% |
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
43.1%
Communication Services
24.4%
Consumer Cyclical
16.2%
Financial Services
8.9%
Healthcare
3.7%
Industrials
1.8%
Energy
1.1%
Consumer Defensive
0.7%