Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | TSN | TYSON FOODS INC | Consumer Defensive | 4,529.0 | $265K | 0.02% | NEW | — | $58.62 | -5.4% |
| 282 | IDEV | ISHARES TR | — | 3,113.0 | $257K | 0.02% | +82.0 | +2.7% | $82.47 | +8.6% |
| 283 | BA | BOEING CO | Industrials | 1,180.0 | $256K | 0.02% | +172.0 | +17.1% | $217.04 | +2.6% |
| 284 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 912.0 | $251K | 0.02% | NEW | — | $275.39 | +288.6% |
| 285 | — | EVEREST GROUP LTD | — | 732.0 | $248K | 0.02% | -60.0 | -7.6% | $339.35 | — |
| 286 | HCA | HCA HEALTHCARE INC | Healthcare | 522.0 | $244K | 0.02% | NEW | — | $467.05 | -19.7% |
| 287 | EVR | EVERCORE INC | Financial Services | 716.0 | $243K | 0.02% | +7.0 | +1.0% | $340.05 | +9.3% |
| 288 | SAP | SAP SE | Technology | 1,000.0 | $243K | 0.02% | +193.0 | +23.9% | $242.91 | -36.1% |
| 289 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,306.0 | $242K | 0.02% | -531.0 | -28.9% | $185.61 | -12.5% |
| 290 | SYF | SYNCHRONY FINANCIAL | Financial Services | 2,904.0 | $242K | 0.02% | +82.0 | +2.9% | $83.44 | -9.8% |
| 291 | SO | SOUTHERN CO | Utilities | 2,774.0 | $242K | 0.02% | NEW | — | $87.21 | +6.7% |
| 292 | EME | EMCOR GROUP INC | Industrials | 395.0 | $242K | 0.02% | +3.0 | +0.8% | $611.79 | +36.7% |
| 293 | SHEL | SHELL PLC | Energy | 3,266.0 | $240K | 0.02% | +132.0 | +4.2% | $73.49 | +7.2% |
| 294 | FIVE | FIVE BELOW INC | Consumer Cyclical | 1,272.0 | $240K | 0.02% | NEW | — | $188.36 | +3.0% |
| 295 | ROST | ROSS STORES INC | Consumer Cyclical | 1,320.0 | $238K | 0.02% | NEW | — | $180.15 | +29.2% |
| 296 | DINO | HF SINCLAIR CORP | Energy | 5,146.0 | $237K | 0.02% | +43.0 | +0.8% | $46.08 | +40.0% |
| 297 | ED | CONSOLIDATED EDISON INC | Utilities | 2,384.0 | $237K | 0.02% | +113.0 | +5.0% | $99.33 | +7.1% |
| 298 | PB | PROSPERITY BANCSHARES INC | Financial Services | 3,426.0 | $237K | 0.02% | NEW | — | $69.11 | +3.0% |
| 299 | — | CONFLUENT INC | — | 7,800.0 | $236K | 0.02% | NEW | — | $30.24 | — |
| 300 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 2,597.0 | $236K | 0.02% | +91.0 | +3.6% | $90.68 | +6.9% |
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
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%