Concentrum Wealth Management Reduced Holdings in Q3 2024

Concentrum Wealth Management

Stock	Shares change	Price Range	Shares Held
AMAT Applied Materials Inc Technology	-4 - 0.05%	$174.88 - $254.97 $700 - $1.02K	8.77K $1.77B
FTXL First Tr ETF Vi Nasdaq Semicon	-387 - 3.62%	N/A	10.3K $961M
XLE Energy Sector Spdr ETFs	-213 - 5.45%	$84.35 - $93.39 $18K - $19.9K	3.7K $324M
WFC Wells Fargo & Company Financial Services	-53 - 1.27%	$51.58 - $60.97 $2.73K - $3.23K	4.13K $233M
XSD Spdr Tr Ser Spdr S&P Semicondu ETFs	-5 - 0.49%	$201.42 - $273.98 $1.01K - $1.37K	1.01K $242M
SPY Spdr S&P 500 ETF Trust ETFs	-32 - 3.41%	$517.38 - $573.86 $16.6K - $18.4K	907 $520M
SAP Sap Se Technology	-4 - 0.36%	$197.21 - $231.0 $789 - $924	1.11K $255M
FPX First Trust Us Equity Opportun ETFs	-200 - 3.12%	$92.33 - $110.55 $18.5K - $22.1K	6.21K $684M
XLV Select Sector Spdr Fund Health ETFs	-346 - 2.46%	$143.3 - $157.24 $49.6K - $54.4K	13.7K $2.11B
GIS General Mills Inc Consumer Defensive	-19 - 0.18%	$62.5 - $75.15 $1.19K - $1.43K	10.7K $793M
IOT Samsara Inc. Technology	-375 - 2.54%	$34.85 - $49.75 $13.1K - $18.7K	14.4K $693M
META Meta Platforms, Inc. Communication Services	-2.97K - 2.35%	$453.41 - $572.44 $1.35M - $1.7M	123K $70.7B

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