Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | IWP | iShares Russell Mid Cap | — | 9.0 | $1K | — | NEW | — | $142.44 | -3.5% |
| 182 | GXO | Gxo Logistics Inc | Industrials | 23.0 | $1K | — | NEW | — | $52.87 | -13.9% |
| 183 | SMCI | Super Micro Computer Inc | Technology | 25.0 | $1K | — | NEW | — | $47.96 | -36.3% |
| 184 | WFRD | Weatherford Intl | Energy | 17.0 | $1K | — | NEW | — | $68.41 | +59.7% |
| 185 | AQST | Aquestive Therapeutics I | Healthcare | 200.0 | $1K | — | NEW | — | $5.59 | -25.4% |
| 186 | LUNR | Intuitive Machs Inc | Industrials | 96.0 | $1K | — | NEW | — | $10.52 | +208.5% |
| 187 | UFOX | Defiance Next Gen | — | 16.0 | $994.0 | — | NEW | — | $62.12 | +53.1% |
| 188 | — | Icici Bank Ltd | — | 30.0 | $907.0 | — | NEW | — | $30.23 | — |
| 189 | — | Technipfmc Plc | — | 21.0 | $828.0 | — | NEW | — | $39.43 | — |
| 190 | — | T-Rex 2x Inverse Tesla Daily Target EFT | — | 1,095.0 | $788.0 | — | NEW | — | $0.72 | — |
| 191 | BP | Bp Plc Adr | Energy | 21.0 | $724.0 | — | NEW | — | $34.48 | +30.9% |
| 192 | MMYT | MakeMyTrip Limited | Consumer Cyclical | 6.0 | $562.0 | — | NEW | — | $93.67 | -55.7% |
| 193 | RLAY | Relay Therapeutics Inc | Healthcare | 100.0 | $522.0 | — | NEW | — | $5.22 | +131.2% |
| 194 | LMT | Lockheed Martin Corp | Industrials | 1.0 | $499.0 | — | NEW | — | $499.00 | +5.5% |
| 195 | KMX | Carmax Inc | Consumer Cyclical | 10.0 | $449.0 | — | NEW | — | $44.90 | -19.2% |
| 196 | AIRG | Airgain Incorporarated | Technology | 100.0 | $434.0 | — | NEW | — | $4.34 | +60.5% |
| 197 | MBC | Masterbrand Inc | Consumer Cyclical | 29.0 | $382.0 | — | NEW | — | $13.17 | -48.5% |
| 198 | — | Zk Intl Group Co Ltd | — | 143.0 | $315.0 | — | NEW | — | $2.20 | — |
| 199 | EWZ | Ishares Msci Brazil Indx | — | 10.0 | $310.0 | — | NEW | — | $31.00 | +18.6% |
| 200 | ARKG | Ark Genomic Revolution | — | 10.0 | $278.0 | — | NEW | — | $27.80 | +6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
69.2%
Energy
16.6%
Technology
8.2%
Industrials
3.1%
Consumer Cyclical
1.5%
Healthcare
0.5%
Consumer Defensive
0.3%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%