SANDRO WEALTH MANAGEMENT LLC

PrivateCIK: 2107860
Location

FAIRFIELD, NJ

99
Positions
$124.91M
Total AUM (reported)
1.16M
Total Shares

Allocation by class

TOTAL AUM$124.91M99 positions
COM$87.21M69.8%
CAP STK CL A$7.43M5.9%
SHS$5.77M4.6%
CL A$4.47M3.6%
COM CL A$2.96M2.4%
N Y REGISTRY SHS$2.26M1.8%
INT-TERM CORP$1.89M1.5%

Portfolio Concentration

Top 316.1%4–1022.4%11–2527.8%Rest33.8%TOP 1038.4%0%100%
Top 3$20.06M16.1%
4–10$27.96M22.4%
11–25$34.71M27.8%
Rest$42.19M33.8%

Top 3 weight

16.1%

Top 10 weight

38.4%

Voting Authority Distribution

Total shares with voting rights: 1.16M

Sole

Full voting authority

1.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares25.84K
TypeSH
Market value$7.43M
5.95%
Sole
25.84K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares37.40K
TypeSH
Market value$6.52M
5.22%
Sole
37.40K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares24.05K
TypeSH
Market value$6.10M
4.89%
Sole
24.05K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares15.81K
TypeSH
Market value$5.85M
4.69%
Sole
15.81K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares309.31K
TypeSH
Market value$4.63M
3.70%
Sole
309.31K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares19.53K
TypeSH
Market value$4.07M
3.26%
Sole
19.53K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares7.33K
TypeSH
Market value$3.66M
2.93%
Sole
7.33K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares27.73K
TypeSH
Market value$3.45M
2.76%
Sole
27.73K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares5.78K
TypeSH
Market value$3.17M
2.54%
Sole
5.78K
Shared
0.00
None
0.00

HCA HEALTHCARE INC

SOLE
COM
Shares6.62K
TypeSH
Market value$3.13M
2.51%
Sole
6.62K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.07K
TypeSH
Market value$3.06M
2.45%
Sole
3.07K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares9.79K
TypeSH
Market value$2.96M
2.37%
Sole
9.79K
Shared
0.00
None
0.00

INDIVIOR PHARMACEUTICALS INC

SOLE
COM
Shares96.16K
TypeSH
Market value$2.93M
2.35%
Sole
96.16K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares9.39K
TypeSH
Market value$2.91M
2.33%
Sole
9.39K
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares89.29K
TypeSH
Market value$2.47M
1.98%
Sole
89.29K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares1.71K
TypeSH
Market value$2.26M
1.81%
Sole
1.71K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares10.72K
TypeSH
Market value$2.25M
1.80%
Sole
10.72K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares7.08K
TypeSH
Market value$2.20M
1.76%
Sole
7.08K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares5.07K
TypeSH
Market value$2.11M
1.69%
Sole
5.07K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares21.69K
TypeSH
Market value$2.01M
1.61%
Sole
21.69K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares11.58K
TypeSH
Market value$1.96M
1.57%
Sole
11.58K
Shared
0.00
None
0.00

CINTAS CORP

SOLE
COM
Shares11.38K
TypeSH
Market value$1.92M
1.54%
Sole
11.38K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares22.84K
TypeSH
Market value$1.89M
1.51%
Sole
22.84K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares5.73K
TypeSH
Market value$1.88M
1.51%
Sole
5.73K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares3.82K
TypeSH
Market value$1.88M
1.50%
Sole
3.82K
Shared
0.00
None
0.00
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