GWM
Goldenstone Wealth Management Portfolio holdings
AUM
$137M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$137M
AUM Growth
+$3.81M
(+2.8%)
Holding
92
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.14M | |
| 3 | +$788K | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$696K |
| 5 |
Lam Research
LRCX
|
+$536K |
Top Sells
| 1 | +$244K | |
| 2 | +$223K | |
| 3 | +$209K | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$206K |
| 5 |
NNOV
Innovator Growth-100 Power Buffer ETF - November
NNOV
|
+$152K |
Sector Composition
| 1 | Technology | 24.49% |
| 2 | Communication Services | 6.71% |
| 3 | Consumer Discretionary | 5.06% |
| 4 | Financials | 4.98% |
| 5 | Industrials | 2.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Marathon Petroleum
MPC
$71.8B
| $256K | 0.19% |
+1,048
|
|
||
77
Arm
ARM
$334B
| $253K | 0.18% |
+1,674
|
|
||
78
GE Vernova
GEV
$277B
| $249K | 0.18% |
285
-23
|
|
||
79
IBM
IBM
$238B
| $242K | 0.18% |
1,000
|
|
||
80
RTX Corp
RTX
$237B
| $241K | 0.18% |
1,250
+28
|
|
||
81
VanEck Uranium + Nuclear Energy ETF
NLR
$4.8B
| $234K | 0.17% |
+1,753
|
|
||
82
Alphabet (Google) Class A
GOOGL
$4.71T
| $233K | 0.17% |
809
|
|
||
83
Humana
HUM
$36.7B
| $232K | 0.17% |
1,339
|
|
||
84
Avery Dennison
AVY
$12.4B
| $231K | 0.17% |
1,335
|
|
||
85
GE Aerospace
GE
$327B
| $227K | 0.16% |
798
-45
|
|
||
86
Philip Morris
PM
$283B
| $220K | 0.16% |
1,329
|
|
||
87
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.7B
| $218K | 0.16% |
3,933
+40
|
|
||
88
Vistra
VST
$54.7B
| $205K | 0.15% |
+1,365
|
|
||
89
Blackstone
BX
$144B
| $205K | 0.15% |
1,779
-95
|
|
||
90
Booking.com
BKNG
$130B
| – | – |
-1,050
|
|
||
91
Rockwell Automation
ROK
$50.8B
| – | – |
-537
|
|
||
|
92
State Street Communication Services Select Sector SPDR ETF
XLC
$25.4B
| – | – |
-1,748
|
|