Portfolio (Quarterly)
Guide ↗
Global Wealth Strategies & Associates
· CIK 0001912297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | VOE | VANGUARD MID-CAP VALUE ETF | — | 57 | $11K | 0.00% | SOLD |
| 222 | PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | — | 228 | $10K | 0.00% | SOLD |
| 223 | KVUE | KENVUE INC COM | Consumer Defensive | 600 | $10K | 0.00% | SOLD |
| 224 | STWD | STARWOOD PPTY TR INC COM | Real Estate | 600 | $10K | 0.00% | SOLD |
| 225 | DD | DUPONT DE NEMOURS INC COM | Basic Materials | 222 | $10K | 0.00% | SOLD |
| 226 | DOMO | DOMO INC COM CL B | Technology | 3,267 | $10K | 0.00% | SOLD |
| 227 | KIO | KKR INCOME OPPORTUNITIES FD COM | Financial Services | 903 | $10K | 0.00% | SOLD |
| 228 | SJM | SMUCKER J M CO COM NEW | Consumer Defensive | 100 | $10K | 0.00% | SOLD |
| 229 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | — | 140 | $10K | 0.00% | SOLD |
| 230 | VT | VANGUARD TOTAL WORLD STOCK ETF | — | 69 | $10K | 0.00% | SOLD |
| 231 | SYK | STRYKER CORPORATION COM | Healthcare | 29 | $10K | 0.00% | SOLD |
| 232 | IOT | SAMSARA INC COM CL A | Technology | 300 | $10K | 0.00% | SOLD |
| 233 | — | IQVIA HLDGS INC COM | — | 55 | $9K | 0.00% | SOLD |
| 234 | AMP | AMERIPRISE FINL INC COM | Financial Services | 20 | $9K | 0.00% | SOLD |
| 235 | GLD | SPDR GOLD SHARES | Financial Services | 20 | $9K | 0.00% | SOLD |
| 236 | VMI | VALMONT INDS INC COM | Industrials | 21 | $8K | 0.00% | SOLD |
| 237 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 348 | $8K | 0.00% | SOLD |
| 238 | PTEN | PATTERSON-UTI ENERGY INC COM | Energy | 752 | $8K | 0.00% | SOLD |
| 239 | RACE | FERRARI N V COM | Consumer Cyclical | 24 | $8K | 0.00% | SOLD |
| 240 | SPMO | INVESCO S&P 500 MOMENTUM ETF | — | 72 | $8K | 0.00% | SOLD |
Sector Allocation
Financial Services
64.6%
Technology
12.7%
Consumer Cyclical
12.3%
Basic Materials
3.7%
Industrials
1.9%
Healthcare
1.7%
Communication Services
1.7%
Consumer Defensive
1.0%
Energy
0.3%