Portfolio (Quarterly)
Guide ↗
MRA Advisory Group
· CIK 0001841816| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,622 | $229K | 0.10% | SOLD |
| 22 | CLOZ | SERIES PORTFOLIOS TR | — | 8,166 | $216K | 0.09% | SOLD |
| 23 | — | LEIDOS HOLDINGS INC | — | 1,161 | $210K | 0.09% | SOLD |
| 24 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 369 | $209K | 0.09% | SOLD |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 787 | $202K | 0.09% | SOLD |
| 26 | RQI | COHEN & STEERS QUALITY INCOM | Financial Services | 10,083 | $115K | 0.05% | SOLD |
Sector Allocation
Technology
29.8%
Industrials
15.2%
Financial Services
15.0%
Healthcare
12.5%
Consumer Cyclical
8.5%
Consumer Defensive
7.6%
Communication Services
4.0%
Energy
4.0%
Utilities
3.2%
Real Estate
0.2%