Portfolio (Quarterly)
Guide ↗
Emergent Wealth Advisors, LLC
· CIK 0001799880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | — | 10,735 | $496K | 0.29% | SOLD |
| 2 | IVE | ISHARES TR | — | 2,145 | $453K | 0.27% | SOLD |
| 3 | XTEN | BONDBLOXX ETF TRUST | — | 9,351 | $429K | 0.25% | SOLD |
| 4 | IVW | ISHARES TR | — | 3,572 | $404K | 0.24% | SOLD |
| 5 | MBB | ISHARES TR | — | 4,115 | $391K | 0.23% | SOLD |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | — | 6,729 | $367K | 0.22% | SOLD |
| 7 | EFV | ISHARES TR | — | 4,825 | $359K | 0.21% | SOLD |
| 8 | FMNY | FIRST TR EXCH TRADED FD III | — | 11,526 | $305K | 0.18% | SOLD |
| 9 | OKE | ONEOK INC NEW | Energy | 3,344 | $302K | 0.18% | SOLD |
| 10 | COP | CONOCOPHILLIPS | Energy | 1,913 | $253K | 0.15% | SOLD |
| 11 | QUAL | ISHARES TR | — | 1,217 | $233K | 0.14% | SOLD |
Sector Allocation
Technology
40.2%
Financial Services
18.3%
Real Estate
9.6%
Consumer Cyclical
7.5%
Healthcare
6.4%
Communication Services
5.5%
Consumer Defensive
3.8%
Basic Materials
3.8%
Industrials
2.7%
Energy
2.3%