Started at March 2024, what do you guys think:
| Symbol | Name | % of Acct |
|---|---|---|
| PFE | PFIZER INC | 18.38% |
| CRM | SALESFORCE | 17.31% |
| MA | MASTERCARD | 14.40% |
| MMM | 3M CO | 12.11% |
| MRK | MERCK & CO. INC. | 9.96% |
| SPGI | S&P GLOBAL INC | 7.32% |
| INTU | INTUIT INC | 6.73% |
| AAPL | APPLE INC | 3.01% |
| COST | COSTCO | 1.90% |
| MSFT | MICROSOFT CORP | 1.89% |
| GOOG | ALPHABET CLASS C | 1.85% |
| AMZN | AMAZON.COM INC | 1.76% |
| CMG | CHIPOTLE MEXICAN GRL | 1.73% |
| NVDA | NVIDIA CORP | 1.65% |
And here are the sector breakdowns, might need to buy more consumer related and restaurant names
| Sector | % Holding |
|---|---|
| Financial | 28.45% |
| Healthcare | 28.34% |
| Tech | 27.47% |
| Industry | 12.11% |
| Consumer | 1.90% |
| Restaurant | 1.73% |
Submitted June 25, 2024 at 01:54AM by QuantumBrainPower https://ift.tt/YQIcHx3
