Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TXN | TEXAS INSTRS INC | Technology | 1,764.0 | $306K | 0.03% | NEW | — | $173.48 | +60.1% |
| 22 | VRSK | VERISK ANALYTICS INC | Industrials | 1,272.0 | $284K | 0.03% | NEW | — | $223.65 | -15.6% |
| 23 | MLI | MUELLER INDS INC | Industrials | 2,405.0 | $276K | 0.03% | NEW | — | $114.80 | -39.7% |
| 24 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 564.0 | $275K | 0.03% | NEW | — | $487.25 | +6.5% |
| 25 | DOV | DOVER CORP | Industrials | 1,390.0 | $271K | 0.03% | NEW | — | $195.28 | +7.7% |
| 26 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,826.0 | $270K | 0.02% | NEW | — | $95.41 | +12.5% |
| 27 | AMP | AMERIPRISE FINL INC | Financial Services | 547.0 | $268K | 0.02% | NEW | — | $490.65 | +14.3% |
| 28 | TSN | TYSON FOODS INC | Consumer Defensive | 4,529.0 | $265K | 0.02% | NEW | — | $58.62 | -0.7% |
| 29 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 912.0 | $251K | 0.02% | NEW | — | $275.39 | +204.2% |
| 30 | HCA | HCA HEALTHCARE INC | Healthcare | 522.0 | $244K | 0.02% | NEW | — | $467.05 | -12.3% |
| 31 | SO | SOUTHERN CO | Utilities | 2,774.0 | $242K | 0.02% | NEW | — | $87.21 | +6.7% |
| 32 | FIVE | FIVE BELOW INC | Consumer Cyclical | 1,272.0 | $240K | 0.02% | NEW | — | $188.36 | +19.0% |
| 33 | ROST | ROSS STORES INC | Consumer Cyclical | 1,320.0 | $238K | 0.02% | NEW | — | $180.15 | +40.6% |
| 34 | PB | PROSPERITY BANCSHARES INC | Financial Services | 3,426.0 | $237K | 0.02% | NEW | — | $69.11 | +8.0% |
| 35 | — | CONFLUENT INC | — | 7,800.0 | $236K | 0.02% | NEW | — | $30.24 | — |
| 36 | AME | AMETEK INC | Industrials | 1,142.0 | $234K | 0.02% | NEW | — | $205.32 | +24.1% |
| 37 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,746.0 | $234K | 0.02% | NEW | — | $85.25 | +4.4% |
| 38 | HAS | HASBRO INC | Consumer Cyclical | 2,817.0 | $231K | 0.02% | NEW | — | $82.00 | +11.2% |
| 39 | SNDK | SANDISK CORP | Technology | 966.0 | $229K | 0.02% | NEW | — | $237.38 | +468.9% |
| 40 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 673.0 | $229K | 0.02% | NEW | — | $340.30 | -6.6% |
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%