Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,371.0 | $403K | 0.03% | +885.0 | +25.4% | $92.27 | +21.7% |
| 82 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 9,495.0 | $402K | 0.03% | +2K | +19.3% | $42.34 | +16.8% |
| 83 | SCHG | SCHWAB STRATEGIC TR | — | 11,544.0 | $391K | 0.03% | +623.0 | +5.7% | $33.84 | +4.4% |
| 84 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 821.0 | $370K | 0.02% | +40.0 | +5.1% | $450.98 | +15.6% |
| 85 | ECL | ECOLAB INC | Basic Materials | 1,327.0 | $370K | 0.02% | +249.0 | +23.1% | $278.56 | +1.1% |
| 86 | BA | BOEING CO | Industrials | 1,659.0 | $359K | 0.02% | +728.0 | +78.2% | $216.46 | -1.0% |
| 87 | IWV | ISHARES TR | — | 698.0 | $298K | 0.02% | +125.0 | +21.8% | $426.40 | +2.4% |
| 88 | KLAC | KLA CORP | Technology | 944.0 | $285K | 0.02% | +661.0 | +233.6% | $301.69 | -39.0% |
| 89 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,590.0 | $283K | 0.02% | +1K | +912.7% | $178.19 | +17.6% |
| 90 | PGR | PROGRESSIVE CORP | Financial Services | 1,270.0 | $277K | 0.02% | +14.0 | +1.1% | $218.48 | +0.4% |
| 91 | LOW | LOWES COS INC | Consumer Cyclical | 1,136.0 | $251K | 0.02% | +201.0 | +21.5% | $220.53 | -2.0% |
| 92 | MDB | MONGODB INC | Technology | 597.0 | $201K | 0.01% | +28.0 | +4.9% | $335.90 | +28.3% |
| 93 | PLUG | PLUG PWR INC | Industrials | 45,000.0 | $122K | 0.01% | +6K | +15.0% | $2.71 | -16.2% |
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
43.0%
Financial Services
24.9%
Consumer Cyclical
8.0%
Communication Services
6.3%
Healthcare
5.0%
Industrials
4.3%
Consumer Defensive
4.2%
Energy
1.8%
Real Estate
1.0%
Utilities
1.0%