Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PANW | PALO ALTO NETWORKS INC | Technology | 1,518.0 | $518K | 0.03% | -1K | -44.0% | $341.02 | +4.9% |
| 42 | SNOW | SNOWFLAKE INC | Technology | 2,023.0 | $515K | 0.03% | -503.0 | -19.9% | $254.56 | +30.7% |
| 43 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,835.0 | $496K | 0.03% | -767.0 | -29.5% | $270.30 | +0.2% |
| 44 | GM | GENERAL MTRS CO | Consumer Cyclical | 6,378.0 | $492K | 0.03% | -2K | -21.4% | $77.08 | +14.1% |
| 45 | ASML | ASML HLDG NV | Technology | 244.0 | $486K | 0.03% | -20.0 | -7.6% | $1993.01 | -11.5% |
| 46 | CB | CHUBB LIMITED | Financial Services | 1,385.0 | $472K | 0.03% | -2K | -53.4% | $340.77 | +0.1% |
| 47 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,030.0 | $470K | 0.03% | -4K | -52.4% | $116.68 | +54.2% |
| 48 | CVX | CHEVRON CORPORATION | Energy | 2,825.0 | $468K | 0.03% | -41.0 | -1.4% | $165.78 | +23.8% |
| 49 | INTC | INTEL CORP | Technology | 3,160.0 | $441K | 0.03% | -22K | -87.5% | $139.65 | -35.5% |
| 50 | NEM | NEWMONT CORP | Basic Materials | 4,555.0 | $425K | 0.03% | -4K | -47.0% | $93.40 | +40.9% |
| 51 | MRK | MERCK & CO INC | Healthcare | 3,294.0 | $423K | 0.03% | -8K | -69.6% | $128.50 | +18.7% |
| 52 | — | TOTALENERGIES SE | — | 5,092.0 | $396K | 0.03% | -398.0 | -7.2% | $77.76 | — |
| 53 | GNW | GENWORTH FINL INC | Financial Services | 41,458.0 | $393K | 0.03% | -1K | -2.9% | $9.47 | +4.3% |
| 54 | UBER | UBER TECHNOLOGIES INC | Technology | 5,331.0 | $385K | 0.03% | -70.0 | -1.3% | $72.16 | +9.2% |
| 55 | PFE | PFIZER INC | Healthcare | 15,837.0 | $381K | 0.03% | -3K | -15.1% | $24.08 | +16.6% |
| 56 | VST | VISTRA CORP | Utilities | 2,313.0 | $367K | 0.02% | -473.0 | -17.0% | $158.65 | -14.1% |
| 57 | C | CITIGROUP INC | Financial Services | 2,614.0 | $366K | 0.02% | -4K | -60.0% | $139.95 | -5.9% |
| 58 | MS | MORGAN STANLEY | Financial Services | 1,743.0 | $364K | 0.02% | -614.0 | -26.1% | $209.08 | +2.4% |
| 59 | — | TRIPLE FLAG PRECIOUS METAL | — | 12,106.0 | $363K | 0.02% | -2K | -15.8% | $29.97 | — |
| 60 | RY | ROYAL BK CDA | Financial Services | 1,705.0 | $353K | 0.02% | -638.0 | -27.2% | $207.01 | -0.9% |
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%