Portfolio (Quarterly)
Guide ↗
Global Assets Advisory, LLC
· CIK 0001942932| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | BKU | BANKUNITED INC | Financial Services | 3,209 | $56K | 0.02% | SOLD |
| 182 | CMS | CMS ENERGY CORP | Utilities | 727 | $56K | 0.02% | SOLD |
| 183 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 449 | $56K | 0.02% | SOLD |
| 184 | GM | GENERAL MTRS CO | Consumer Cyclical | 753 | $56K | 0.02% | SOLD |
| 185 | MDU | MDU RES GROUP INC | Industrials | 2,695 | $56K | 0.02% | SOLD |
| 186 | LUV | SOUTHWEST AIRLS CO | Industrials | 1,847 | $56K | 0.02% | SOLD |
| 187 | EET | PROSHARES TR | — | 1,057 | $56K | 0.02% | SOLD |
| 188 | ADBE | ADOBE INC | Technology | 227 | $55K | 0.02% | SOLD |
| 189 | PGR | PROGRESSIVE CORP | Financial Services | 275 | $55K | 0.02% | SOLD |
| 190 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 575 | $54K | 0.02% | SOLD |
| 191 | HOMZ | ETF SER SOLUTIONS | — | 3,432 | $54K | 0.02% | SOLD |
| 192 | WELL | WELLTOWER INC | Real Estate | 270 | $53K | 0.01% | SOLD |
| 193 | GFS | GLOBALFOUNDRIES INC | Technology | 1,200 | $53K | 0.01% | SOLD |
| 194 | APLD | APPLIED DIGITAL CORP | Technology | 2,230 | $53K | 0.01% | SOLD |
| 195 | EMR | EMERSON ELEC CO | Industrials | 400 | $52K | 0.01% | SOLD |
| 196 | PGX | INVESCO EXCH TRADED FD TR II | — | 4,812 | $52K | 0.01% | SOLD |
| 197 | VRSK | VERISK ANALYTICS INC | Industrials | 274 | $52K | 0.01% | SOLD |
| 198 | WY | WEYERHAEUSER CO | Real Estate | 2,130 | $52K | 0.01% | SOLD |
| 199 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 30 | $52K | 0.01% | SOLD |
| 200 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 1,382 | $52K | 0.01% | SOLD |
Sector Allocation
Technology
39.3%
Financial Services
16.6%
Healthcare
10.4%
Consumer Cyclical
7.9%
Communication Services
6.7%
Energy
6.5%
Industrials
6.2%
Consumer Defensive
3.0%
Utilities
2.1%
Real Estate
0.8%