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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 258.0 | $54K | 0.00% | -25.0 | -8.8% | $208.09 | +11.5% |
| 302 | FALN | ISHARES TR | — | 2,000.0 | $53K | 0.00% | NEW | — | $26.72 | +1.8% |
| 303 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 31.0 | $53K | 0.00% | +6.0 | +24.0% | $1707.77 | -4.3% |
| 304 | HLMN | HILLMAN SOLUTIONS CORP | Industrials | 5,489.0 | $50K | 0.00% | — | — | $9.04 | -10.8% |
| 305 | IEUR | ISHARES TR | — | 684.0 | $48K | 0.00% | -300.0 | -30.5% | $70.26 | +6.3% |
| 306 | SHOP | SHOPIFY INC | Technology | 400.0 | $47K | 0.00% | -550.0 | -57.9% | $118.62 | -8.2% |
| 307 | NLR | VANECK ETF TRUST | — | 338.0 | $45K | 0.00% | NEW | — | $133.19 | -4.7% |
| 308 | — | BLOCK INC | — | 730.0 | $44K | 0.00% | -11K | -94.0% | $60.18 | — |
| 309 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 298.0 | $44K | 0.00% | — | — | $146.28 | -12.2% |
| 310 | HACK | AMPLIFY ETF TR | — | 588.0 | $43K | 0.00% | +438.0 | +292.0% | $72.44 | +32.5% |
| 311 | VWO | VANGUARD INTL EQUITY INDEX F | — | 775.0 | $41K | 0.00% | +685.0 | +761.1% | $52.35 | +16.1% |
| 312 | TRV | TRAVELERS COMPANIES INC | Financial Services | 138.0 | $40K | 0.00% | -23.0 | -14.3% | $291.68 | +5.5% |
| 313 | IAGG | ISHARES TR | — | 800.0 | $40K | 0.00% | — | — | $50.04 | +1.0% |
| 314 | BSV | VANGUARD BD INDEX FDS | — | 508.0 | $40K | 0.00% | — | — | $78.41 | -0.8% |
| 315 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 303.0 | $39K | 0.00% | +183.0 | +152.5% | $129.23 | +50.6% |
| 316 | MTUM | ISHARES TR | — | 170.0 | $39K | 0.00% | — | — | $228.81 | +47.9% |
| 317 | URTH | ISHARES INC | — | 215.0 | $39K | 0.00% | — | — | $180.02 | +12.6% |
| 318 | SHEL | SHELL PLC | Energy | 400.0 | $37K | 0.00% | — | — | $93.00 | -15.3% |
| 319 | — | FIRST TR EXCHNG TRADED FD VI | — | 1,504.0 | $34K | 0.00% | — | — | $22.36 | — |
| 320 | IPAY | AMPLIFY ETF TR | — | 800.0 | $33K | 0.00% | NEW | — | $41.75 | +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
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%