Holdings of Peck Wealth Management, LLC
110 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 43.5 % of the equity sleeve
Sector breakdown
- Technology 19.9 %
- Consumer discretionary 5.3 %
- Funds 4.9 %
- Financials 4.6 %
- Industrials 2.5 %
- Communication 1.7 %
- Health care 1.4 %
- Consumer staples 1.3 %
- Energy 0.9 %
- Utilities 0.1 %
- Unattributed 57.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 110 | 91.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Eli Lilly & Co | 39 | 35.9K $ | |
| 102 | Republic Services Inc | 133 | 29.1K $ | |
| 103 | Eversource Energy | 400 | 27.7K $ | |
| 104 | State Street Corp | 216 | 27.3K $ | |
| 105 | Adobe Inc | 100 | 24.3K $ | |
| 106 | Verizon Communications Inc | 471 | 23.6K $ | |
| 107 | Gilead Sciences Inc | 165 | 23K $ | |
| 108 | 3M Co | 150 | 21.8K $ | |
| 109 | GE HealthCare Technologies Inc | 250 | 17.8K $ | |
| 110 | Public Service Enterprise Group Inc | 150 | 12.1K $ |