Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1001 | WLTG | ETF OPPORTUNITIES TRUST | — | 110 | $4K | — | SOLD |
| 1002 | — | SAVERONE 2014 LTD | — | 2,789 | $4K | — | SOLD |
| 1003 | ITDE | ISHARES TR | — | 105 | $4K | — | SOLD |
| 1004 | DEEP | ETF SER SOLUTIONS | — | 106 | $4K | — | SOLD |
| 1005 | EQRR | PROSHARES TR | — | 59 | $4K | — | SOLD |
| 1006 | XOMX | DIREXION SHS ETF TR | — | 131 | $4K | — | SOLD |
| 1007 | EGGQ | TIDAL TRUST III | — | 81 | $4K | — | SOLD |
| 1008 | LTL | PROSHARES TR | — | 133 | $4K | — | SOLD |
| 1009 | — | AXON ENTERPRISE INC | — | 1,500 | $4K | — | SOLD |
| 1010 | RDAG | REPUBLIC DIGITAL ACQUISITION | Financial Services | 370 | $4K | — | SOLD |
| 1011 | NZUS | SPDR SERIES TRUST | — | 104 | $4K | — | SOLD |
| 1012 | UPAR | TIDAL TRUST I | — | 240 | $4K | — | SOLD |
| 1013 | EQIN | COLUMBIA ETF TR I | — | 78 | $4K | — | SOLD |
| 1014 | — | ADVISORS INNER CIRCLE FD II | — | 129 | $4K | — | SOLD |
| 1015 | TSMY | TIDAL TRUST II | — | 237 | $4K | — | SOLD |
| 1016 | SAGP | ADVISORS INNER CIRCLE FD III | — | 108 | $4K | — | SOLD |
| 1017 | TEXN | ISHARES TR | — | 135 | $4K | — | SOLD |
| 1018 | PAMC | PACER FDS TR | — | 78 | $4K | — | SOLD |
| 1019 | UPC | UNIVERSE PHARMACEUTICALS INC | Healthcare | 946 | $4K | — | SOLD |
| 1020 | BCHI | GMO ETF TRUST | — | 118 | $4K | — | SOLD |
Sector Allocation
Technology
27.2%
Financial Services
17.5%
Industrials
11.0%
Healthcare
9.8%
Consumer Cyclical
9.1%
Communication Services
7.5%
Energy
5.5%
Consumer Defensive
4.8%
Basic Materials
2.7%
Utilities
2.7%