Managed by Walden Wealth Partners Llc • Latest filing Q2 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $27.1M | 840.3K | 0.00% | — |
| 2 | ? N/A — | $26.4M | 842.8K | 0.00% | — |
| 3 | ? N/A — | $23.4M | 799.4K | 0.00% | — |
| 4 | M MSFT — | $20.7M | 46.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
M MSFT — |
| $19.6M |
| 47.0K |
| 0.00% |
| — |
| 6 | M MSFT — | $17.7M | 47.2K | 0.00% | — |
| 7 | I IAU — | $11.3M | 116.0K | 0.00% | — |
| 8 | I IAU — | $11.1M | 114.0K | 0.00% | — |
| 9 | I IAU — | $10.1M | 102.2K | 0.00% | — |
| 10 | C CUBE — | $10M | 169.3K | 0.00% | — |
| 11 | ? N/A — | $9.3M | 249.4K | 0.00% | — |
| 12 | C CUBE — | $9.3M | 165.8K | 0.00% | — |
| 13 | ? N/A — | $9M | 342.0K | 0.00% | — |
| 14 | ? N/A — | $8.9M | 333.0K | 0.00% | — |
| 15 | ? N/A — | $8.6M | 239.9K | 0.00% | — |
| 16 | C CUBE — | $8.5M | 163.9K | 0.00% | — |
| 17 | ? N/A — | $7.9M | 237.5K | 0.00% | — |
| 18 | ? N/A — | $7.9M | 307.4K | 0.00% | — |
| 19 | V VGES — | $7.9M | 66.5K | 0.00% | — |
| 20 | A AAPL — | $7.7M | 36.8K | 0.00% | — |