Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | C | CITIGROUP INC | Financial Services | 6,630.0 | $774K | 0.07% | +595.0 | +9.9% | $116.69 | +22.6% |
| 122 | USB | US BANCORP DEL | Financial Services | 14,443.0 | $771K | 0.07% | +5K | +49.9% | $53.36 | +9.0% |
| 123 | WDC | WESTERN DIGITAL CORP | Technology | 4,449.0 | $766K | 0.07% | +182.0 | +4.3% | $172.26 | +333.2% |
| 124 | IWM | ISHARES TR | — | 3,101.0 | $763K | 0.07% | +487.0 | +18.6% | $246.17 | +20.1% |
| 125 | AMAT | APPLIED MATLS INC | Technology | 2,940.0 | $756K | 0.07% | +100.0 | +3.5% | $257.03 | +140.1% |
| 126 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $755K | 0.07% | — | — | $754800.00 | — |
| 127 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2,471.0 | $751K | 0.07% | +640.0 | +35.0% | $303.85 | +52.1% |
| 128 | ETN | EATON CORP PLC | Industrials | 2,342.0 | $746K | 0.07% | +1K | +156.8% | $318.50 | +32.4% |
| 129 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 10,894.0 | $745K | 0.07% | -73.0 | -0.7% | $68.36 | -28.6% |
| 130 | VGT | VANGUARD WORLD FD | — | 984.0 | $742K | 0.07% | +179.0 | +22.2% | $753.79 | -84.1% |
| 131 | KO | COCA COLA CO | Consumer Defensive | 10,570.0 | $739K | 0.07% | +3K | +35.9% | $69.91 | +13.6% |
| 132 | APH | AMPHENOL CORP NEW | Technology | 5,405.0 | $730K | 0.07% | +333.0 | +6.6% | $135.14 | +21.3% |
| 133 | REET | ISHARES TR | — | 29,194.0 | $728K | 0.07% | -11K | -28.2% | $24.95 | +8.5% |
| 134 | ABNB | AIRBNB INC | Consumer Cyclical | 5,338.0 | $724K | 0.07% | +1K | +30.8% | $135.72 | +4.9% |
| 135 | CSCO | CISCO SYS INC | Technology | 9,377.0 | $722K | 0.07% | +1K | +17.0% | $77.03 | +55.2% |
| 136 | PYPL | PAYPAL HLDGS INC | Financial Services | 12,360.0 | $722K | 0.07% | +9K | +296.5% | $58.38 | -27.2% |
| 137 | QCOM | QUALCOMM INC | Technology | 4,199.0 | $718K | 0.07% | +2K | +77.1% | $171.06 | +32.2% |
| 138 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,489.0 | $705K | 0.06% | +513.0 | +26.0% | $283.35 | -15.0% |
| 139 | ILMN | ILLUMINA INC | Healthcare | 5,340.0 | $700K | 0.06% | +346.0 | +6.9% | $131.16 | +23.5% |
| 140 | AMD | ADVANCED MICRO DEVICES INC | Technology | 3,230.0 | $692K | 0.06% | +785.0 | +32.1% | $214.14 | +150.9% |
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%