Portfolio (Quarterly)
Guide ↗
MORGAN STANLEY
· CIK 0000895421| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | DFGP | DIMENSIONAL ETF TRUST | — | 76 | $4K | — | SOLD |
| 262 | TJGC | CTRL GROUP LTD | Communication Services | 2,000 | $4K | — | SOLD |
| 263 | PRPH | PROPHASE LABS INC | Healthcare | 9,167 | $4K | — | SOLD |
| 264 | — | TRIDENT DIGITAL TECH HOLDING | — | 4,240 | $4K | — | SOLD |
| 265 | — | MAWSON INFRASTRUCTURE GROUP | — | 9,122 | $4K | — | SOLD |
| 266 | UFG | UNI-FUELS HLDGS LTD | Industrials | 457 | $4K | — | SOLD |
| 267 | — | CARVER BANCORP INC | — | 1,500 | $4K | — | SOLD |
| 268 | XOMO | TIDAL TRUST II | — | 300 | $4K | — | SOLD |
| 269 | — | INSPIRATO INCORPORATED | — | 1,168 | $3K | — | SOLD |
| 270 | GVH | GLOBAVEND HOLDINGS LIMITED | Industrials | 735 | $3K | — | SOLD |
| 271 | TROO | TROOPS INC | Technology | 2,594 | $3K | — | SOLD |
| 272 | SJB | PROSHARES TR | — | 215 | $3K | — | SOLD |
| 273 | — | IQSTEL INC | — | 477 | $3K | — | SOLD |
| 274 | SKBL | SKYLINE BLDRS GROUP HLDG LTD | Industrials | 900 | $3K | — | SOLD |
| 275 | — | CLEARSIDE BIOMEDICAL INC | — | 750 | $3K | — | SOLD |
| 276 | — | NEW YORK LIFE INVTS ACTIVE E | — | 100 | $3K | — | SOLD |
| 277 | — | EPWK HLDGS LTD | — | 7,027 | $3K | — | SOLD |
| 278 | EDZ | DIREXION SHS ETF TR | — | 70 | $3K | — | SOLD |
| 279 | — | SONDER HOLDINGS INC | — | 2,112 | $3K | — | SOLD |
| 280 | ILDR | FIRST TR EXCHNG TRADED FD VI | — | 82 | $3K | — | SOLD |
Sector Allocation
Technology
29.6%
Financial Services
17.2%
Healthcare
10.2%
Consumer Cyclical
10.1%
Communication Services
9.9%
Industrials
8.6%
Consumer Defensive
4.5%
Energy
3.5%
Utilities
2.6%
Basic Materials
2.1%