GWML
Goldenstone Wealth Management LLC Portfolio holdings
AUM
$134M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$134M
AUM Growth
–
Holding
84
Top Buys
| 1 | +$14.8M | |
| 2 | +$14.5M | |
| 3 | +$13M | |
| 4 |
Microsoft
MSFT
|
+$7.67M |
| 5 |
Apple
AAPL
|
+$7.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Communication Services | 7.32% |
| 3 | Consumer Discretionary | 5.87% |
| 4 | Financials | 5.55% |
| 5 | Healthcare | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$33.3B
| $226K | 0.17% |
+3,893
|
|
||
77
RTX Corp
RTX
$263B
| $224K | 0.17% |
+1,222
|
|
||
78
Booking.com
BKNG
$143B
| $223K | 0.17% |
+42
|
|
||
79
Texas Instruments
TXN
$203B
| $221K | 0.17% |
+1,275
|
|
||
|
ACII
80
Innovator Index Autocallable Income Strategy ETF
ACII
$24.8M
| $217K | 0.16% |
+8,480
|
|
||
81
Philip Morris
PM
$283B
| $213K | 0.16% |
+1,329
|
|
||
82
Rockwell Automation
ROK
$45.7B
| $209K | 0.16% |
+537
|
|
||
83
State Street Communication Services Select Sector SPDR ETF
XLC
$26.8B
| $206K | 0.15% |
+1,748
|
|
||
84
GE Vernova
GEV
$199B
| $201K | 0.15% |
+308
|
|