Portfolio (Quarterly)
Guide ↗
STOLZ & ASSOCIATES, PS
· CIK 0002108989| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SBUX | STARBUCKS CORP | Consumer Cyclical | 8,652 | $729K | 0.56% | SOLD |
| 2 | TSLA | TESLA INC | Consumer Cyclical | 734 | $330K | 0.26% | SOLD |
| 3 | GOOG | ALPHABET INC | Communication Services | 890 | $279K | 0.21% | SOLD |
| 4 | META | META PLATFORMS INC | Communication Services | 350 | $231K | 0.18% | SOLD |
Sector Allocation
Technology
75.6%
Consumer Defensive
11.6%
Consumer Cyclical
5.9%
Communication Services
4.2%
Financial Services
2.7%