Portfolio (Quarterly)
Guide ↗
Global Wealth Strategies & Associates
· CIK 0001912297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | FTWO | STRIVE NATURAL RESOURCES AND SECURITY ETF | — | 60 | $3K | 0.00% | SOLD |
| 302 | TXN | TEXAS INSTRS INC COM | Technology | 14 | $3K | 0.00% | SOLD |
| 303 | — | EATON VANCE MORTGAGE OPPORTUNITIES ETF | — | 52 | $3K | 0.00% | SOLD |
| 304 | POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | — | 60 | $3K | 0.00% | SOLD |
| 305 | SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | — | 97 | $3K | 0.00% | SOLD |
| 306 | SOFI | SOFI TECHNOLOGIES INC COM | Financial Services | 159 | $3K | 0.00% | SOLD |
| 307 | VREX | VAREX IMAGING CORP COM | Healthcare | 235 | $2K | 0.00% | SOLD |
| 308 | DRSK | APTUS DEFINED RISK ETF | — | 91 | $2K | 0.00% | SOLD |
| 309 | KR | KROGER CO COM | Consumer Defensive | 34 | $2K | 0.00% | SOLD |
| 310 | — | UNLIMITED HFGM GLOBAL MACRO ETF | — | 76 | $2K | 0.00% | SOLD |
| 311 | SPYT | DEFIANCE S&P 500 TARGET INCOME ETF | — | 148 | $2K | 0.00% | SOLD |
| 312 | ITW | ILLINOIS TOOL WKS INC COM | Industrials | 9 | $2K | 0.00% | SOLD |
| 313 | COPX | GLOBAL X COPPER MINERS ETF | — | 31 | $2K | 0.00% | SOLD |
| 314 | CB | CHUBB LTD SWITZ COM | Financial Services | 7 | $2K | 0.00% | SOLD |
| 315 | NRG | NRG ENERGY INC COM NEW | Utilities | 16 | $2K | 0.00% | SOLD |
| 316 | PPA | INVESCO AEROSPACE & DEFENSE ETF | — | 14 | $2K | 0.00% | SOLD |
| 317 | HWM | HOWMET AEROSPACE INC COM | Industrials | 10 | $2K | 0.00% | SOLD |
| 318 | RBLX | ROBLOX CORP CL A | Technology | 40 | $2K | 0.00% | SOLD |
| 319 | LW | LAMB WESTON HLDGS INC COM | Consumer Defensive | 52 | $2K | 0.00% | SOLD |
| 320 | TEAM | ATLASSIAN CORPORATION CL A | Technology | 32 | $2K | 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%