Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | SCHC | SCHWAB STRATEGIC TR | — | 6,136.0 | $279K | 0.03% | -3K | -31.2% | $45.53 | +8.4% |
| 262 | SPGI | S&P GLOBAL INC | Financial Services | 533.0 | $278K | 0.03% | +18.0 | +3.5% | $522.17 | -21.3% |
| 263 | DELL | DELL TECHNOLOGIES INC | Technology | 2,197.0 | $277K | 0.03% | -19.0 | -0.9% | $125.88 | +225.3% |
| 264 | MLI | MUELLER INDS INC | Industrials | 2,405.0 | $276K | 0.03% | NEW | — | $114.80 | +19.7% |
| 265 | — | ASTRAZENECA PLC | — | 2,993.0 | $275K | 0.03% | +375.0 | +14.3% | $91.93 | — |
| 266 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 14,219.0 | $275K | 0.03% | -337.0 | -2.3% | $19.33 | +30.5% |
| 267 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 564.0 | $275K | 0.03% | NEW | — | $487.25 | +10.1% |
| 268 | WAB | WABTEC | Industrials | 1,279.0 | $273K | 0.03% | +113.0 | +9.7% | $213.39 | +28.3% |
| 269 | BIIB | BIOGEN INC | Healthcare | 1,547.0 | $272K | 0.03% | — | — | $175.99 | +11.7% |
| 270 | NVS | NOVARTIS AG | Healthcare | 1,973.0 | $272K | 0.03% | +328.0 | +19.9% | $137.90 | +6.7% |
| 271 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 1,134.0 | $272K | 0.03% | +150.0 | +15.2% | $239.64 | +14.9% |
| 272 | DOV | DOVER CORP | Industrials | 1,390.0 | $271K | 0.03% | NEW | — | $195.28 | +14.5% |
| 273 | HYLS | FIRST TR EXCHANGE-TRADED FD | — | 6,462.0 | $271K | 0.03% | -474.0 | -6.8% | $41.86 | -2.3% |
| 274 | IWV | ISHARES TR | — | 698.0 | $270K | 0.03% | +125.0 | +21.8% | $386.85 | +9.8% |
| 275 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,826.0 | $270K | 0.02% | NEW | — | $95.41 | +0.7% |
| 276 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,151.0 | $270K | 0.02% | -218.0 | -6.5% | $85.55 | -13.5% |
| 277 | THC | TENET HEALTHCARE CORP | Healthcare | 1,354.0 | $269K | 0.02% | +225.0 | +19.9% | $198.72 | -13.2% |
| 278 | AMP | AMERIPRISE FINL INC | Financial Services | 547.0 | $268K | 0.02% | NEW | — | $490.65 | -4.7% |
| 279 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,813.0 | $268K | 0.02% | +297.0 | +11.8% | $95.36 | -52.5% |
| 280 | AVLV | AMERICAN CENTY ETF TR | — | 3,536.0 | $268K | 0.02% | — | — | $75.77 | +20.0% |
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%