Portfolio (Quarterly)
Guide ↗
Global Wealth Strategies & Associates
· CIK 0001912297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | ES | EVERSOURCE ENERGY COM | Utilities | 1 | $37.0 | — | SOLD |
| 442 | PII | POLARIS INC COM | Consumer Cyclical | 1 | $37.0 | — | SOLD |
| 443 | WEC | WEC ENERGY GROUP INC COM | Utilities | — | $36.0 | — | SOLD |
| 444 | FDS | FACTSET RESH SYS INC COM | Financial Services | — | $20.0 | — | SOLD |
| 445 | — | SONO GROUP N V SHS NEW | — | 3 | $19.0 | — | SOLD |
| 446 | — | AMC ENTMT HLDGS INC CL A NEW | — | 15 | $15.0 | — | SOLD |
| 447 | SYY | SYSCO CORP COM | Consumer Defensive | — | $13.0 | — | SOLD |
| 448 | VNQ | VANGUARD REAL ESTATE ETF | — | — | $13.0 | — | SOLD |
| 449 | — | BLACK TITAN CORP ORD SHS | — | 2 | $3.0 | — | SOLD |
| 450 | EMBC | EMBECTA CORP COMMON STOCK | Healthcare | — | $1.0 | — | 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%