Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | BBY | BEST BUY INC | Consumer Cyclical | 4,948.0 | $331K | 0.03% | +744.0 | +17.7% | $66.93 | +11.7% |
| 242 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 11,794.0 | $330K | 0.03% | NEW | — | $28.01 | +9.8% |
| 243 | — | EXACT SCIENCES CORP | — | 3,217.0 | $327K | 0.03% | NEW | — | $101.56 | — |
| 244 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 4,171.0 | $320K | 0.03% | +151.0 | +3.8% | $76.67 | +19.1% |
| 245 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,754.0 | $320K | 0.03% | +214.0 | +8.4% | $116.09 | +22.7% |
| 246 | SLB | SLB LIMITED | Energy | 8,250.0 | $317K | 0.03% | NEW | — | $38.38 | +25.3% |
| 247 | WM | WASTE MGMT INC DEL | Industrials | 1,415.0 | $311K | 0.03% | NEW | — | $219.75 | -2.3% |
| 248 | RHI | ROBERT HALF INC. | Industrials | 11,424.0 | $310K | 0.03% | -76.0 | -0.7% | $27.16 | +16.3% |
| 249 | — | FERROVIAL SE | — | 4,788.0 | $309K | 0.03% | — | — | $64.61 | — |
| 250 | — | ANGLOGOLD ASHANTI PLC | — | 3,627.0 | $309K | 0.03% | -261.0 | -6.7% | $85.27 | — |
| 251 | ROKU | ROKU INC | Communication Services | 2,836.0 | $308K | 0.03% | +215.0 | +8.2% | $108.48 | +27.3% |
| 252 | DLR | DIGITAL RLTY TR INC | Real Estate | 1,983.0 | $307K | 0.03% | — | — | $154.73 | +21.6% |
| 253 | VMC | VULCAN MATLS CO | Basic Materials | 1,073.0 | $306K | 0.03% | — | — | $285.23 | +6.2% |
| 254 | TXN | TEXAS INSTRS INC | Technology | 1,764.0 | $306K | 0.03% | NEW | — | $173.48 | +86.1% |
| 255 | PGR | PROGRESSIVE CORP | Financial Services | 1,333.0 | $304K | 0.03% | +58.0 | +4.5% | $227.75 | -10.0% |
| 256 | CCK | CROWN HLDGS INC | Consumer Cyclical | 2,940.0 | $303K | 0.03% | +429.0 | +17.1% | $102.96 | -1.4% |
| 257 | CCL | CARNIVAL CORP | Consumer Cyclical | 9,683.0 | $296K | 0.03% | +593.0 | +6.5% | $30.54 | +1.1% |
| 258 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 650.0 | $295K | 0.03% | +21.0 | +3.3% | $453.23 | -0.4% |
| 259 | ADT | ADT INC DEL | Industrials | 35,666.0 | $288K | 0.03% | -638.0 | -1.8% | $8.07 | -18.5% |
| 260 | VRSK | VERISK ANALYTICS INC | Industrials | 1,272.0 | $284K | 0.03% | NEW | — | $223.65 | -22.3% |
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%