Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ABBV | ABBVIE INC | Healthcare | 5,788.0 | $1.3M | 0.12% | +2K | +54.7% | $228.49 | +6.7% |
| 62 | ORCL | ORACLE CORP | Technology | 6,704.0 | $1.3M | 0.12% | +3K | +59.5% | $194.88 | -25.2% |
| 63 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 3,953.0 | $1.3M | 0.12% | +3K | +178.8% | $330.06 | +23.5% |
| 64 | PEP | PEPSICO INC | Consumer Defensive | 9,037.0 | $1.3M | 0.12% | +2K | +29.8% | $143.52 | -3.1% |
| 65 | CAT | CATERPILLAR INC | Industrials | 2,173.0 | $1.2M | 0.11% | +1K | +208.7% | $572.80 | +53.0% |
| 66 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 1,390.0 | $1.2M | 0.11% | +406.0 | +41.3% | $878.73 | +19.8% |
| 67 | RTX | RTX CORPORATION | Industrials | 6,548.0 | $1.2M | 0.11% | +4K | +148.9% | $183.39 | +18.8% |
| 68 | MRK | MERCK & CO INC | Healthcare | 11,186.0 | $1.2M | 0.11% | +3K | +29.3% | $105.26 | +21.6% |
| 69 | GILD | GILEAD SCIENCES INC | Healthcare | 9,399.0 | $1.2M | 0.10% | +4K | +76.6% | $122.74 | +10.2% |
| 70 | MA | MASTERCARD INCORPORATED | Financial Services | 2,008.0 | $1.1M | 0.10% | +349.0 | +21.0% | $570.92 | +0.0% |
| 71 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 21,196.0 | $1.1M | 0.10% | +15K | +240.2% | $53.94 | +22.2% |
| 72 | GM | GENERAL MTRS CO | Consumer Cyclical | 13,529.0 | $1.1M | 0.10% | +5K | +66.9% | $81.32 | +8.6% |
| 73 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 14,160.0 | $1.1M | 0.10% | +9K | +158.9% | $76.23 | -26.7% |
| 74 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 6,682.0 | $1.1M | 0.10% | +1K | +18.4% | $160.39 | +16.5% |
| 75 | WFC | WELLS FARGO CO NEW | Financial Services | 11,065.0 | $1.0M | 0.09% | +3K | +38.0% | $93.20 | -5.2% |
| 76 | HWM | HOWMET AEROSPACE INC | Industrials | 5,023.0 | $1.0M | 0.09% | +50.0 | +1.0% | $205.02 | +40.6% |
| 77 | ABT | ABBOTT LABS | Healthcare | 8,166.0 | $1.0M | 0.09% | +4K | +98.0% | $125.29 | -15.8% |
| 78 | GLW | CORNING INC | Technology | 11,592.0 | $1.0M | 0.09% | +7K | +152.2% | $87.56 | +82.6% |
| 79 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 2,031.0 | $976K | 0.09% | +143.0 | +7.6% | $480.52 | +12.5% |
| 80 | INTC | INTEL CORP | Technology | 26,132.0 | $964K | 0.09% | +2K | +9.3% | $36.90 | +173.3% |
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
38.2%
Financial Services
20.6%
Consumer Cyclical
9.8%
Communication Services
8.8%
Healthcare
8.3%
Industrials
5.4%
Consumer Defensive
4.5%
Utilities
1.6%
Energy
1.5%
Basic Materials
1.0%