Portfolio (Quarterly)
Guide ↗
Global Wealth Strategies & Associates
· CIK 0001912297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | CAG | CONAGRA BRANDS INC COM | Consumer Defensive | 108 | $2K | — | SOLD |
| 342 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 2 | $2K | — | SOLD |
| 343 | MBC | MASTERBRAND INC COMMON STOCK | Consumer Cyclical | 200 | $2K | — | SOLD |
| 344 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | — | 32 | $2K | — | SOLD |
| 345 | ECL | ECOLAB INC COM | Basic Materials | 6 | $2K | — | SOLD |
| 346 | XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | — | 11 | $2K | — | SOLD |
| 347 | QMOM | ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | — | 23 | $2K | — | SOLD |
| 348 | AFMC | FIRST TRUST ACTIVE FACTOR MID CAP ETF | — | 44 | $2K | — | SOLD |
| 349 | SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | — | 52 | $2K | — | SOLD |
| 350 | MICC | MAGNUM ICE CREAM CO NV ORD SHS | Consumer Defensive | 100 | $1K | — | SOLD |
| 351 | TMUS | T-MOBILE US INC COM | Communication Services | 7 | $1K | — | SOLD |
| 352 | ADBE | ADOBE INC COM | Technology | 6 | $1K | — | SOLD |
| 353 | MNST | MONSTER BEVERAGE CORP NEW COM | Consumer Defensive | 20 | $1K | — | SOLD |
| 354 | ARRY | ARRAY TECHNOLOGIES INC COM SHS | Energy | 200 | $1K | — | SOLD |
| 355 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | — | 12 | $1K | — | SOLD |
| 356 | — | TEMA ELECTRIFICATION ETF | — | 42 | $1K | — | SOLD |
| 357 | TJX | TJX COS INC NEW COM | Consumer Cyclical | 9 | $1K | — | SOLD |
| 358 | HOG | HARLEY DAVIDSON INC COM | Consumer Cyclical | 70 | $1K | — | SOLD |
| 359 | GBUG | SPROTT ACTIVE GOLD & SILVER MINERS ETF | Financial Services | 31 | $1K | — | SOLD |
| 360 | JMID | JANUS HENDERSON MID CAP GROWTH ALPHA ETF | — | 50 | $1K | — | 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%