Portfolio (Quarterly)
Guide ↗
BANK OF AMERICA CORP /DE/
· CIK 0000070858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1341 | IJH PUT | ISHARES TR | — | 2,500 | $163K | — | SOLD |
| 1342 | EIRL | ISHARES TR | — | 2,417 | $163K | — | SOLD |
| 1343 | — | LIBERTY MEDIA CORP DEL | — | 156,000 | $163K | — | SOLD |
| 1344 | CWEB | DIREXION SHS ETF TR | — | 2,821 | $162K | — | SOLD |
| 1345 | KVUE PUT | KENVUE INC | Consumer Defensive | 10,000 | $162K | — | SOLD |
| 1346 | DFEN | DIREXION SHS ETF TR | — | 2,360 | $162K | — | SOLD |
| 1347 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | — | 3,228 | $162K | — | SOLD |
| 1348 | USGO | US GOLDMINING INC | Basic Materials | 12,554 | $161K | — | SOLD |
| 1349 | DMAY | FIRST TR EXCHNG TRADED FD VI | — | 3,637 | $161K | — | SOLD |
| 1350 | — | NUVEEN N Y SELECT TAX FREE I | — | 13,352 | $160K | — | SOLD |
| 1351 | USPX | FRANKLIN TEMPLETON ETF TR | — | 2,736 | $160K | — | SOLD |
| 1352 | OZ | BELPOINTE PREP LLC | Real Estate | 2,504 | $160K | — | SOLD |
| 1353 | AKAM CALL | AKAMAI TECHNOLOGIES INC | Technology | 2,100 | $159K | — | SOLD |
| 1354 | EML | EASTERN CO | Industrials | 6,608 | $155K | — | SOLD |
| 1355 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | Consumer Cyclical | 164,594 | $155K | — | SOLD |
| 1356 | RGCO | RGC RES INC | Utilities | 6,887 | $155K | — | SOLD |
| 1357 | HOFT | HOOKER FURNISHINGS CORPORATI | Consumer Cyclical | 15,126 | $154K | — | SOLD |
| 1358 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 4,584 | $153K | — | SOLD |
| 1359 | EUDG | WISDOMTREE TR | — | 4,318 | $152K | — | SOLD |
| 1360 | — | SCPHARMACEUTICALS INC | — | 26,491 | $150K | — | SOLD |
Sector Allocation
Technology
25.8%
Financial Services
18.9%
Industrials
10.3%
Healthcare
9.9%
Consumer Cyclical
8.5%
Communication Services
8.1%
Consumer Defensive
5.3%
Energy
5.3%
Utilities
2.9%
Real Estate
2.5%