Portfolio (Quarterly)
Guide ↗
EARNED WEALTH ADVISORS, LLC
· CIK 0001905663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,575.0 | $647K | 0.04% | -2K | -37.9% | $180.93 | +4.0% |
| 142 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,344.0 | $642K | 0.04% | -570.0 | -29.8% | $477.47 | -12.3% |
| 143 | IVLU | ISHARES TR | — | 15,112.0 | $632K | 0.04% | +884.0 | +6.2% | $41.82 | +6.3% |
| 144 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 19,774.0 | $630K | 0.04% | NEW | — | $31.86 | +31.3% |
| 145 | CRM | SALESFORCE INC | Technology | 3,977.0 | $623K | 0.04% | -2K | -29.1% | $156.64 | +33.5% |
| 146 | KO | COCA COLA CO | Consumer Defensive | 7,655.0 | $622K | 0.04% | -3K | -27.2% | $81.27 | +12.1% |
| 147 | USB | US BANCORP | Financial Services | 10,188.0 | $615K | 0.04% | -2K | -17.8% | $60.40 | +2.7% |
| 148 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 4,622.0 | $613K | 0.04% | NEW | — | $132.53 | +2.7% |
| 149 | CSCO | CISCO SYS INC | Technology | 5,067.0 | $595K | 0.04% | -4K | -43.2% | $117.46 | -5.5% |
| 150 | DIS | DISNEY WALT CO | Communication Services | 6,086.0 | $586K | 0.04% | +2K | +43.6% | $96.25 | +12.0% |
| 151 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,833.0 | $582K | 0.04% | NEW | — | $317.56 | -8.0% |
| 152 | WFC | WELLS FARGO & CO | Financial Services | 7,006.0 | $579K | 0.04% | -1K | -15.6% | $82.64 | +1.5% |
| 153 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 6,182.0 | $569K | 0.04% | NEW | — | $92.10 | -3.2% |
| 154 | MAIN | MAIN STR CAP CORP | Financial Services | 10,516.0 | $546K | 0.04% | — | — | $51.88 | +12.4% |
| 155 | COP | CONOCOPHILLIPS | Energy | 5,221.0 | $543K | 0.04% | +2K | +63.8% | $103.95 | +29.7% |
| 156 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 10,556.0 | $539K | 0.04% | +5K | +81.8% | $51.05 | +31.3% |
| 157 | KR | KROGER CO | Consumer Defensive | 9,686.0 | $538K | 0.04% | NEW | — | $55.53 | +4.3% |
| 158 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 6,879.0 | $537K | 0.04% | NEW | — | $78.03 | -0.2% |
| 159 | HSBC | HSBC HLDGS PLC | Financial Services | 5,619.0 | $534K | 0.03% | -2K | -21.7% | $95.10 | +9.5% |
| 160 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 15,990.0 | $532K | 0.03% | NEW | — | $33.29 | +31.2% |
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%