Portfolio (Quarterly)
Guide ↗
ALBION FINANCIAL GROUP /UT
· CIK 0001054677| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ARQQ | ARQIT QUANTUM INC | Technology | 1,000 | $22K | 0.00% | SOLD |
| 22 | SPYV | SPDR SERIES TRUST | — | 384 | $22K | 0.00% | SOLD |
| 23 | — | EXACT SCIENCES CORP | — | 185 | $19K | 0.00% | SOLD |
| 24 | PATH | UIPATH INC | Technology | 1,000 | $16K | 0.00% | SOLD |
| 25 | BHP | BHP GROUP LTD | Basic Materials | 250 | $15K | 0.00% | SOLD |
| 26 | NKE | NIKE INC | Consumer Cyclical | 213 | $14K | 0.00% | SOLD |
| 27 | JOBY | JOBY AVIATION INC | Industrials | 1,000 | $13K | 0.00% | SOLD |
| 28 | SPSM | SPDR SERIES TRUST | — | 272 | $13K | 0.00% | SOLD |
| 29 | SPEM | SPDR INDEX SHS FDS | — | 211 | $10K | 0.00% | SOLD |
| 30 | CPNG | COUPANG INC | Consumer Cyclical | 330 | $8K | — | SOLD |
| 31 | ITW | ILLINOIS TOOL WKS INC | Industrials | 24 | $6K | — | SOLD |
| 32 | WAVE | ECO WAVE POWER GLOBAL AB | Utilities | 1,000 | $6K | — | SOLD |
| 33 | ETHA | ISHARES ETHEREUM TR | Financial Services | 240 | $5K | — | SOLD |
| 34 | SHYG | ISHARES TR | — | 123 | $5K | — | SOLD |
| 35 | CLX | CLOROX CO DEL | Consumer Defensive | 50 | $5K | — | SOLD |
| 36 | EMR | EMERSON ELEC CO | Industrials | 36 | $5K | — | SOLD |
| 37 | Q | QNITY ELECTRONICS INC | Technology | 58 | $5K | — | SOLD |
| 38 | — | CYBERARK SOFTWARE LTD | — | 10 | $4K | — | SOLD |
| 39 | SPMB | SPDR SERIES TRUST | — | 182 | $4K | — | SOLD |
| 40 | — | PIPER SANDLER COMPANIES | — | 12 | $4K | — | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
17.9%
Consumer Cyclical
13.0%
Industrials
10.0%
Communication Services
9.3%
Consumer Defensive
5.9%
Healthcare
4.9%
Utilities
4.1%
Energy
0.9%
Real Estate
0.3%