Portfolio (Quarterly)
Guide ↗
DOLIVER ADVISORS, LP
· CIK 0000938077| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GTLS | CHART INDS INC | Industrials | 4,509 | $930K | 0.23% | SOLD |
| 2 | SLV | ISHARES SILVER TR | Financial Services | 11,153 | $718K | 0.18% | SOLD |
| 3 | VUG | VANGUARD INDEX FDS | — | 451 | $220K | 0.06% | SOLD |
| 4 | CPT | CAMDEN PPTY TR | Real Estate | 1,825 | $201K | 0.05% | SOLD |
| 5 | UNG | UNITED STS NAT GAS FD LP | Financial Services | 14,600 | $179K | 0.04% | SOLD |
| 6 | IBIT CALL | ISHARES BITCOIN TRUST ETF | Financial Services | 10,000 | $617.0 | — | SOLD |
Sector Allocation
Energy
55.3%
Technology
11.8%
Financial Services
7.8%
Consumer Cyclical
5.3%
Industrials
5.2%
Communication Services
4.9%
Healthcare
4.8%
Consumer Defensive
2.7%
Utilities
1.1%
Real Estate
0.9%