Portfolio (Quarterly)
Guide ↗
BANK OF AMERICA CORP /DE/
· CIK 0000070858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1721 | KMB CALL | KIMBERLY-CLARK CORP | Consumer Defensive | 200 | $25K | — | SOLD |
| 1722 | SOVF | ELEVATION SERIES TRUST | — | 820 | $25K | — | SOLD |
| 1723 | QMOM | EA SERIES TRUST | — | 382 | $25K | — | SOLD |
| 1724 | TZOO | TRAVELZOO | Communication Services | 2,478 | $24K | — | SOLD |
| 1725 | HAIL | SPDR SERIES TRUST | — | 682 | $24K | — | SOLD |
| 1726 | — | OPKO HEALTH INC | — | 16,000 | $24K | — | SOLD |
| 1727 | — | SKILLSOFT CORP | — | 1,839 | $24K | — | SOLD |
| 1728 | ARKR | ARK RESTAURANTS CORP | Consumer Cyclical | 3,352 | $24K | — | SOLD |
| 1729 | MJ | AMPLIFY ETF TR | — | 630 | $24K | — | SOLD |
| 1730 | ICMB | INVESTCORP CR MGMT BDC INC | Financial Services | 8,383 | $23K | — | SOLD |
| 1731 | SELF | GLOBAL SELF STORAGE INC | Real Estate | 4,511 | $23K | — | SOLD |
| 1732 | — | REPARE THERAPEUTICS INC | — | 12,855 | $23K | — | SOLD |
| 1733 | BMEA | BIOMEA FUSION INC | Healthcare | 10,989 | $22K | — | SOLD |
| 1734 | — | X3 HOLDINGS CO LTD | — | 13,115 | $22K | — | SOLD |
| 1735 | ROE | EA SERIES TRUST | — | 628 | $22K | — | SOLD |
| 1736 | VFMF | VANGUARD WELLINGTON FD | — | 150 | $22K | — | SOLD |
| 1737 | SIF | SIFCO INDS INC | Industrials | 3,041 | $21K | — | SOLD |
| 1738 | AVRE | AMERICAN CENTY ETF TR | — | 480 | $21K | — | SOLD |
| 1739 | AFCG | ADVANCED FLOWER CAP INC | Real Estate | 5,572 | $21K | — | SOLD |
| 1740 | — | CORE SCIENTIFIC INC NEW | — | 1,828 | $21K | — | 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%