XXI WEALTH, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
XW XXI WEALTH, LLC | Institutional Filer | ▲ 7.30% | $176.5M | 209 |
Current Portfolio Holdings
Showing all 209 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 23K | $8.4M | 4.74% |
| 2 | AAPL | Apple Inc. | Technology | 32K | $8.2M | 4.66% |
| 3 | NVDA | NVIDIA Corporation | Technology | 36K | $6.3M | 3.55% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 20K | $4.2M | 2.39% |
| 5 | CME | CME Group Inc. | Financial Services | 13K | $4.0M | 2.25% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 13K | $3.7M | 2.12% |
| 7 | GOOG | Alphabet Inc. | Technology | 13K | $3.7M | 2.10% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 14K | $3.3M | 1.89% |
| 9 | MU | Micron Technology, Inc. | Technology | 9K | $3.2M | 1.79% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 18K | $3.1M | 1.77% |
| 11 | BX | Blackstone Inc. | Financial Services | 26K | $3.0M | 1.72% |
| 12 | GOOGL | Alphabet Inc. | Technology | 10K | $2.9M | 1.67% |
| 13 | LLY | Eli Lilly and Company | Healthcare | 3K | $2.8M | 1.58% |
| 14 | PH | Parker-Hannifin Corporation | Industrials | 3K | $2.8M | 1.58% |
| 15 | TSLA | Tesla, Inc. | Consumer Cyclical | 7K | $2.5M | 1.44% |
Showing 1 to 15 of 209 holdings