Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ITEQ | AMPLIFY ETF TR | — | 4,400 | $255K | 0.17% | SOLD |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 485 | $244K | 0.17% | SOLD |
| 3 | HEDJ | WISDOMTREE TR | — | 2,600 | $138K | 0.09% | SOLD |
| 4 | BAC | BANK AMERICA CORP | Financial Services | 2,170 | $119K | 0.08% | SOLD |
| 5 | TSLA | TESLA INC | Consumer Cyclical | 200 | $90K | 0.06% | SOLD |
| 6 | RWX | SPDR INDEX SHS FDS | — | 2,575 | $72K | 0.05% | SOLD |
| 7 | RKT | ROCKET COS INC | Financial Services | 3,630 | $70K | 0.05% | SOLD |
| 8 | GE | GE AEROSPACE | Industrials | 212 | $65K | 0.04% | SOLD |
| 9 | CHWY | CHEWY INC | Consumer Cyclical | 1,200 | $40K | 0.03% | SOLD |
| 10 | KWEB | KRANESHARES TRUST | — | 1,160 | $39K | 0.03% | SOLD |
| 11 | C | CITIGROUP INC | Financial Services | 300 | $35K | 0.02% | SOLD |
| 12 | GEV | GE VERNOVA INC | Utilities | 53 | $35K | 0.02% | SOLD |
| 13 | KO | COCA COLA CO | Consumer Defensive | 450 | $31K | 0.02% | SOLD |
| 14 | INTC | INTEL CORP | Technology | 850 | $31K | 0.02% | SOLD |
| 15 | LOMA | LOMA NEGRA C I A S A MTN 14 | Basic Materials | 2,350 | $30K | 0.02% | SOLD |
| 16 | TGT | TARGET CORP | Consumer Defensive | 238 | $23K | 0.02% | SOLD |
| 17 | GGB | GERDAU SA | Basic Materials | 6,174 | $23K | 0.01% | SOLD |
| 18 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 80 | $17K | 0.01% | SOLD |
| 19 | HUM | HUMANA INC | Healthcare | 53 | $14K | 0.01% | SOLD |
| 20 | ROKU | ROKU INC | Communication Services | 100 | $11K | 0.01% | SOLD |
Sector Allocation
Financial Services
85.1%
Technology
5.0%
Consumer Cyclical
2.3%
Communication Services
1.9%
Consumer Defensive
1.9%
Healthcare
1.8%
Energy
1.5%
Industrials
0.4%