Portfolio (Quarterly)
Guide ↗
Y.D. More Investments Ltd
· CIK 0001870364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | VOOV | VANGUARD ADMIRAL FDS INC | — | 388.0 | $79K | 0.00% | — | — | $203.79 | +7.8% |
| 282 | CSCO | CISCO SYS INC | Technology | 1,010.0 | $78K | 0.00% | -637.0 | -38.7% | $77.59 | +51.4% |
| 283 | WCLD | WISDOMTREE TR | — | 2,801.0 | $76K | 0.00% | -400.0 | -12.5% | $27.28 | +6.9% |
| 284 | IHAK | ISHARES TR | — | 1,745.0 | $76K | 0.00% | -500.0 | -22.3% | $43.44 | +23.7% |
| 285 | OMC | OMNICOM GROUP INC | Communication Services | 996.0 | $75K | 0.00% | -165.0 | -14.2% | $75.31 | -3.7% |
| 286 | PGR | PROGRESSIVE CORP | Financial Services | 374.0 | $74K | 0.00% | -49.0 | -11.6% | $198.24 | +2.9% |
| 287 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 1,500.0 | $70K | 0.00% | NEW | — | $46.69 | +0.7% |
| 288 | MOAT | VANECK ETF TRUST | — | 730.0 | $70K | 0.00% | +280.0 | +62.2% | $95.45 | +6.7% |
| 289 | IJK | ISHARES TR | — | 680.0 | $68K | 0.00% | — | — | $100.62 | +13.8% |
| 290 | TIP | ISHARES TR | — | 610.0 | $67K | 0.00% | +180.0 | +41.9% | $110.36 | -0.9% |
| 291 | IBB | ISHARES TR | — | 385.0 | $65K | 0.00% | — | — | $168.85 | +2.4% |
| 292 | KBWB | INVESCO EXCH TRADED FD TR II | — | 810.0 | $64K | 0.00% | — | — | $79.12 | +18.4% |
| 293 | EIS | ISHARES INC | — | 612.0 | $64K | 0.00% | — | — | $104.41 | +18.1% |
| 294 | LPLA | LPL FINL HLDGS INC | Financial Services | 210.0 | $63K | 0.00% | +150.0 | +250.0% | $300.37 | -1.4% |
| 295 | IHF | ISHARES TR | — | 1,490.0 | $62K | 0.00% | — | — | $41.85 | +25.0% |
| 296 | HON | HONEYWELL INTL INC | Industrials | 275.0 | $62K | 0.00% | -117.0 | -29.9% | $225.43 | +1.8% |
| 297 | FEZ | SPDR INDEX SHS FDS | — | 1,000.0 | $62K | 0.00% | +400.0 | +66.7% | $61.78 | +13.2% |
| 298 | IGM | ISHARES TR | — | 529.0 | $60K | 0.00% | — | — | $114.08 | +43.2% |
| 299 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 363.0 | $57K | 0.00% | -48.0 | -11.7% | $157.28 | -14.2% |
| 300 | GPC | GENUINE PARTS CO | Consumer Cyclical | 536.0 | $57K | 0.00% | NEW | — | $105.75 | +3.5% |
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
Technology
40.8%
Industrials
31.7%
Utilities
6.3%
Basic Materials
5.6%
Financial Services
3.9%
Communication Services
3.8%
Healthcare
3.1%
Consumer Cyclical
2.3%
Energy
1.7%
Consumer Defensive
0.6%