Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | NOW | Service Now Inc | Technology | 25.0 | $4K | 0.00% | +20.0 | +400.0% | $153.20 | -3.4% |
| 162 | TTD | The Trade Desk Inc | Technology | 100.0 | $4K | 0.00% | -500.0 | -83.3% | $37.96 | -63.9% |
| 163 | AXP | American Express Company | Financial Services | 10.0 | $4K | 0.00% | — | — | $378.50 | -12.8% |
| 164 | EWZ | Ishares Msci Brazil Indx | — | 113.0 | $4K | 0.00% | +103.0 | +1030.0% | $31.77 | +13.4% |
| 165 | GEHC | GE HealthCare Technologies Inc Common Stock | Healthcare | 41.0 | $3K | 0.00% | — | — | $82.02 | -13.2% |
| 166 | FISV | Fiserv Inc | Technology | 50.0 | $3K | 0.00% | — | — | $67.18 | -20.6% |
| 167 | CP | Canadian Pac Railway | Industrials | 45.0 | $3K | 0.00% | — | — | $73.62 | +25.9% |
| 168 | — | Arista Networks Inc | — | 25.0 | $3K | 0.00% | — | — | $131.04 | — |
| 169 | AUPH | Aurinia Pharmaceutic | Healthcare | 200.0 | $3K | 0.00% | — | — | $15.95 | +1.0% |
| 170 | LQD | Ishares Iboxx Investop | — | 28.0 | $3K | 0.00% | NEW | — | $110.18 | -3.6% |
| 171 | DXCM | Dexcom Inc | Healthcare | 44.0 | $3K | 0.00% | — | — | $66.36 | +37.2% |
| 172 | VLTO | Veralto Corp | Industrials | 28.0 | $3K | 0.00% | — | — | $99.79 | -1.2% |
| 173 | TRMB | Trimble Navigation Ltd | Technology | 34.0 | $3K | 0.00% | — | — | $78.35 | -23.5% |
| 174 | INTC | Intel Corp | Technology | 69.0 | $3K | 0.00% | — | — | $36.90 | +142.6% |
| 175 | PLUG | Plug Power Inc New | Industrials | 1,185.0 | $2K | 0.00% | — | — | $1.97 | +9.7% |
| 176 | NCLH | Norwegian Cruise Lin | Consumer Cyclical | 100.0 | $2K | 0.00% | NEW | — | $22.32 | -27.7% |
| 177 | — | Infineon Tech Ag | — | 50.0 | $2K | 0.00% | — | — | $43.98 | — |
| 178 | URA | GLOBAL X FDS GLOBAL X URANIUM ETF | — | 50.0 | $2K | 0.00% | — | — | $42.74 | +6.5% |
| 179 | TKR | Timken Co | Industrials | 25.0 | $2K | 0.00% | — | — | $84.12 | +43.2% |
| 180 | DIS | Disney Walt Co | Communication Services | 18.0 | $2K | 0.00% | — | — | $113.78 | -5.4% |
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
69.9%
Energy
16.5%
Technology
7.8%
Industrials
2.4%
Consumer Cyclical
1.6%
Consumer Defensive
0.7%
Healthcare
0.5%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%