Portfolio (Quarterly)
Guide ↗
Global Wealth Strategies & Associates
· CIK 0001912297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 93 | $6K | 0.00% | SOLD |
| 262 | PHM | PULTE GROUP INC COM | Consumer Cyclical | 50 | $6K | 0.00% | SOLD |
| 263 | CLX | CLOROX CO DEL COM | Consumer Defensive | 57 | $6K | 0.00% | SOLD |
| 264 | CNEQ | ALGER CONCENTRATED EQUITY ETF | — | 184 | $6K | 0.00% | SOLD |
| 265 | GLW | CORNING INC COM | Technology | 41 | $6K | 0.00% | SOLD |
| 266 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 104 | $6K | 0.00% | SOLD |
| 267 | TRV | TRAVELERS COMPANIES INC COM | Financial Services | 18 | $5K | 0.00% | SOLD |
| 268 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | — | 50 | $5K | 0.00% | SOLD |
| 269 | SRE | SEMPRA COM | Utilities | 52 | $5K | 0.00% | SOLD |
| 270 | SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | — | 225 | $5K | 0.00% | SOLD |
| 271 | RUN | SUNRUN INC COM | Energy | 360 | $5K | 0.00% | SOLD |
| 272 | OTTR | OTTER TAIL CORP COM | Utilities | 55 | $5K | 0.00% | SOLD |
| 273 | APD | AIR PRODUCTS AND CHEMICALS INC COM | Basic Materials | 16 | $5K | 0.00% | SOLD |
| 274 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 36 | $5K | 0.00% | SOLD |
| 275 | GD | GENERAL DYNAMICS CORP COM | Industrials | 13 | $5K | 0.00% | SOLD |
| 276 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 181 | $5K | 0.00% | SOLD |
| 277 | CROX | CROCS INC COM | Consumer Cyclical | 50 | $4K | 0.00% | SOLD |
| 278 | GILD | GILEAD SCIENCES INC COM | Healthcare | 29 | $4K | 0.00% | SOLD |
| 279 | RY | ROYAL BK CDA COM | Financial Services | 25 | $4K | 0.00% | SOLD |
| 280 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | — | 37 | $4K | 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%