Portfolio (Quarterly)
Guide ↗
BARCLAYS PLC
· CIK 0000312069| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | UFEB | INNOVATOR ETFS TRUST | — | 559 | $21K | — | SOLD |
| 522 | — | AIM ETF PRODUCTS TRUST | — | 728 | $20K | — | SOLD |
| 523 | EH | EHANG HLDGS LTD | Industrials | 1,383 | $18K | — | SOLD |
| 524 | EMPG | EMPRO GROUP INC | Consumer Cyclical | 988 | $17K | — | SOLD |
| 525 | RWX | SPDR INDEX SHS FDS | — | 600 | $17K | — | SOLD |
| 526 | MOO | VANECK ETF TRUST | — | 230 | $17K | — | SOLD |
| 527 | NVO CALL | NOVO-NORDISK A S | Healthcare | 300 | $15K | — | SOLD |
| 528 | DWX | SPDR INDEX SHS FDS | — | 300 | $13K | — | SOLD |
| 529 | BFEB | INNOVATOR ETFS TRUST | — | 247 | $12K | — | SOLD |
| 530 | KNOP | KNOT OFFSHORE PARTNERS LP | Industrials | 1,141 | $12K | — | SOLD |
| 531 | — | CUREVAC N V | — | 2,609 | $12K | — | SOLD |
| 532 | — | FIRST TR EXCHNG TRADED FD VI | — | 374 | $12K | — | SOLD |
| 533 | — | DOLLY VARDEN SILVER CORP | — | 2,530 | $11K | — | SOLD |
| 534 | HAP | VANECK ETF TRUST | — | 180 | $11K | — | SOLD |
| 535 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 197 | $11K | — | SOLD |
| 536 | — | CHURCHILL CAP CORP X | — | 687 | $11K | — | SOLD |
| 537 | VXF | VANGUARD INDEX FDS | — | 50 | $10K | — | SOLD |
| 538 | FAN | FIRST TR EXCHANGE-TRADED FD | — | 500 | $10K | — | SOLD |
| 539 | — | REPUBLIC PWR GROUP LTD | — | 17,498 | $10K | — | SOLD |
| 540 | IGF | ISHARES TR | — | 148 | $9K | — | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
14.7%
Communication Services
10.1%
Consumer Cyclical
9.6%
Healthcare
8.9%
Industrials
7.4%
Consumer Defensive
4.5%
Energy
3.9%
Utilities
3.3%
Basic Materials
2.2%