Portfolio (Quarterly)
Guide ↗
Cadia Private Client LLC
· CIK 0002135817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | — | 942 | $323K | 0.26% | SOLD |
| 2 | FNDF | SCHWAB STRATEGIC TR | — | 5,384 | $243K | 0.19% | SOLD |
| 3 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 2,003 | $235K | 0.19% | SOLD |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,642 | $230K | 0.18% | SOLD |
| 5 | XLF | SELECT SECTOR SPDR TR | — | 4,106 | $225K | 0.18% | SOLD |
| 6 | LLY | ELI LILLY & CO | Healthcare | 197 | $212K | 0.17% | SOLD |
| 7 | LQD | ISHARES TR | — | 1,824 | $201K | 0.16% | SOLD |
Sector Allocation
Financial Services
56.5%
Technology
19.5%
Consumer Cyclical
9.0%
Healthcare
6.6%
Consumer Defensive
3.4%
Communication Services
3.1%
Industrials
1.8%