Portfolio (Quarterly)
Guide ↗
Global Assets Advisory, LLC
· CIK 0001942932| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | IRT | INDEPENDENCE RLTY TR INC | Real Estate | 5,820 | $87K | 0.03% | SOLD |
| 122 | ESGD | ISHARES TR | — | 882 | $84K | 0.02% | SOLD |
| 123 | M | MACYS INC | Consumer Cyclical | 4,650 | $84K | 0.02% | SOLD |
| 124 | TT | TRANE TECHNOLOGIES PLC | Industrials | 201 | $84K | 0.02% | SOLD |
| 125 | CII | BLACKROCK ENHANCED LARGE CAP | Financial Services | 3,965 | $83K | 0.02% | SOLD |
| 126 | IEUR | ISHARES TR | — | 1,053 | $83K | 0.02% | SOLD |
| 127 | PAYX | PAYCHEX INC | Industrials | 895 | $82K | 0.02% | SOLD |
| 128 | VGK | VANGUARD INTL EQUITY INDEX F | — | 1,084 | $81K | 0.02% | SOLD |
| 129 | EXC | EXELON CORP | Utilities | 1,650 | $81K | 0.02% | SOLD |
| 130 | NNN | NNN REIT INC | Real Estate | 1,924 | $81K | 0.02% | SOLD |
| 131 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 390 | $80K | 0.02% | SOLD |
| 132 | MCO | MOODYS CORP | Financial Services | 184 | $80K | 0.02% | SOLD |
| 133 | DNP | DNP SELECT INCOME FD INC | Financial Services | 7,690 | $79K | 0.02% | SOLD |
| 134 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 4,000 | $79K | 0.02% | SOLD |
| 135 | IEMG | ISHARES INC | — | 1,117 | $78K | 0.02% | SOLD |
| 136 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 447 | $78K | 0.02% | SOLD |
| 137 | XHYT | BONDBLOXX ETF TRUST | — | 485 | $77K | 0.02% | SOLD |
| 138 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 2,395 | $77K | 0.02% | SOLD |
| 139 | IVE | ISHARES TR | — | 363 | $77K | 0.02% | SOLD |
| 140 | JKHY | HENRY JACK & ASSOC INC | Technology | 478 | $76K | 0.02% | 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%