Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1041 | MEDX | LISTED FDS TR | — | 102 | $3K | — | SOLD |
| 1042 | — | NORTHERN LTS FD TR IV | — | 126 | $3K | — | SOLD |
| 1043 | GCOR | GOLDMAN SACHS ETF TR | — | 81 | $3K | — | SOLD |
| 1044 | — | SIGNING DAY SPORTS INC | — | 3,547 | $3K | — | SOLD |
| 1045 | MVPA | ADVISOR MANAGED PORTFOLIOS | — | 101 | $3K | — | SOLD |
| 1046 | — | LA ROSA HLDGS CORP | — | 5,274 | $3K | — | SOLD |
| 1047 | — | FOUNDER GROUP LTD | — | 20,595 | $3K | — | SOLD |
| 1048 | GLOW | VICTORY PORTFOLIOS II | — | 108 | $3K | — | SOLD |
| 1049 | NRES | DBX ETF TR | — | 113 | $3K | — | SOLD |
| 1050 | GDOC | GOLDMAN SACHS ETF TR | — | 93 | $3K | — | SOLD |
| 1051 | CNEY | CN ENERGY GROUP INC | Basic Materials | 5,394 | $3K | — | SOLD |
| 1052 | — | VANGUARD MALVERN FDS | — | 43 | $3K | — | SOLD |
| 1053 | — | NIP GROUP INC | — | 3,290 | $3K | — | SOLD |
| 1054 | UDI | USCF ETF TR | — | 101 | $3K | — | SOLD |
| 1055 | EFRA | ISHARES TR | — | 98 | $3K | — | SOLD |
| 1056 | RBLY | TIDAL TRUST II | — | 111 | $3K | — | SOLD |
| 1057 | VIDI | ETF SER SOLUTIONS | — | 96 | $3K | — | SOLD |
| 1058 | FSI | FLEXIBLE SOLUTIONS INTL INC | Basic Materials | 481 | $3K | — | SOLD |
| 1059 | SQLV | LEGG MASON ETF INVT | — | 74 | $3K | — | SOLD |
| 1060 | — | FUTURECREST ACQUISITION CORP | — | 4,375 | $3K | — | 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%