Portfolio (Quarterly)
Guide ↗
Ponta Wealth Partners, LLC
· CIK 0002107740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 4,545 | $2.2M | 2.07% | SOLD |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 3,003 | $553K | 0.52% | SOLD |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,753 | $256K | 0.24% | SOLD |
| 4 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 39 | $209K | 0.20% | SOLD |
| 5 | BDX | BECTON DICKINSON & CO | Healthcare | 1,070 | $208K | 0.19% | SOLD |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 349 | $202K | 0.19% | SOLD |
Sector Allocation
Technology
37.8%
Financial Services
14.4%
Communication Services
12.6%
Industrials
8.8%
Consumer Cyclical
7.9%
Healthcare
5.6%
Consumer Defensive
5.0%
Energy
4.7%
Utilities
1.7%
Basic Materials
1.5%