Portfolio (Quarterly)
Guide ↗
Strategies Wealth Advisors, LLC
· CIK 0001976435| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 13,703 | $891K | 0.09% | SOLD |
| 2 | SMH | VANECK ETF TRUST | — | 1,842 | $601K | 0.06% | SOLD |
| 3 | DUK | DUKE ENERGY CORP NEW | Utilities | 4,723 | $584K | 0.06% | SOLD |
| 4 | ABT | ABBOTT LABS | Healthcare | 2,878 | $386K | 0.04% | SOLD |
| 5 | GNTX | GENTEX CORP | Consumer Cyclical | 11,800 | $334K | 0.04% | SOLD |
| 6 | ARCC | ARES CAPITAL CORP | Financial Services | 13,304 | $272K | 0.03% | SOLD |
| 7 | NVTS | NAVITAS SEMICONDUCTOR CORP | Technology | 32,000 | $231K | 0.02% | SOLD |
Sector Allocation
Technology
36.9%
Financial Services
13.4%
Consumer Cyclical
13.0%
Communication Services
9.4%
Healthcare
7.9%
Industrials
6.2%
Consumer Defensive
5.1%
Utilities
4.8%
Energy
2.4%
Basic Materials
0.7%