Portfolio (Quarterly)
Guide ↗
Global Assets Advisory, LLC
· CIK 0001942932| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | PJAN | INNOVATOR ETFS TRUST | — | 738 | $34K | 0.01% | SOLD |
| 262 | GSEU | GOLDMAN SACHS ETF TR | — | 451 | $34K | 0.01% | SOLD |
| 263 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 550 | $33K | 0.01% | SOLD |
| 264 | MRVL | MARVELL TECHNOLOGY INC | Technology | 338 | $33K | 0.01% | SOLD |
| 265 | VLO | VALERO ENERGY CORP | Energy | 135 | $33K | 0.01% | SOLD |
| 266 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 243 | $33K | 0.01% | SOLD |
| 267 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 15 | $33K | 0.01% | SOLD |
| 268 | IEV | ISHARES TR | — | 326 | $33K | 0.01% | SOLD |
| 269 | TLH | ISHARES TR | — | 325 | $33K | 0.01% | SOLD |
| 270 | CCI | CROWN CASTLE INC | Real Estate | 398 | $32K | 0.01% | SOLD |
| 271 | ITW | ILLINOIS TOOL WKS INC | Industrials | 124 | $32K | 0.01% | SOLD |
| 272 | — | BLOCK INC | — | 520 | $31K | 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%