Portfolio (Quarterly)
Guide ↗
WELLS FARGO & COMPANY/MN
· CIK 0000072971| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | — | STRIVE INC | — | 11,150 | $8K | — | SOLD |
| 342 | — CALL | INGERSOLL RAND INC | — | 100 | $8K | — | SOLD |
| 343 | XIDV | FRANKLIN TEMPLETON ETF TR | — | 229 | $8K | — | SOLD |
| 344 | LSAT | TWO RDS SHARED TR | — | 197 | $8K | — | SOLD |
| 345 | LSAF | TWO RDS SHARED TR | — | 167 | $8K | — | SOLD |
| 346 | AM CALL | ANTERO MIDSTREAM CORP | Energy | 400 | $7K | — | SOLD |
| 347 | — | BROOKFIELD BUSINESS PARTNERS | — | 200 | $7K | — | SOLD |
| 348 | MBS | ANGEL OAK FUNDS TRUST | — | 789 | $7K | — | SOLD |
| 349 | PROK | PROKIDNEY CORP | Healthcare | 3,000 | $7K | — | SOLD |
| 350 | STXT | EA SERIES TRUST | — | 325 | $7K | — | SOLD |
| 351 | BUXX | EA SERIES TRUST | — | 319 | $6K | — | SOLD |
| 352 | — | VANGUARD FIXED INCOME SECS F | — | 80 | $6K | — | SOLD |
| 353 | DQ | DAQO NEW ENERGY CORP | Technology | 200 | $6K | — | SOLD |
| 354 | INQQ | EXCHANGE TRADED CONCEPTS TRU | — | 400 | $6K | — | SOLD |
| 355 | — | ENPHASE ENERGY INC | — | 6,000 | $6K | — | SOLD |
| 356 | BBSC | J P MORGAN EXCHANGE TRADED F | — | 78 | $6K | — | SOLD |
| 357 | VEGN | ETF SER SOLUTIONS | — | 93 | $6K | — | SOLD |
| 358 | HARD | SIMPLIFY EXCHANGE TRADED FUN | — | 181 | $5K | — | SOLD |
| 359 | USB CALL | US BANCORP DEL | Financial Services | 100 | $5K | — | SOLD |
| 360 | APYX | APYX MEDICAL CORPORATION | Healthcare | 1,500 | $5K | — | SOLD |
Sector Allocation
Technology
26.5%
Financial Services
18.7%
Industrials
10.7%
Healthcare
9.8%
Consumer Cyclical
8.2%
Communication Services
8.0%
Consumer Defensive
5.7%
Energy
5.1%
Utilities
3.6%
Basic Materials
2.3%