Portfolio (Quarterly)
Guide ↗
Global View Capital Management LLC
· CIK 0001994495| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IWN | ISHARES TR | — | 1,888.0 | $418K | 0.09% | +803.0 | +74.0% | $221.20 | +1.3% |
| 42 | SHYG | ISHARES TR | — | 9,782.0 | $415K | 0.09% | +2K | +32.4% | $42.41 | -0.2% |
| 43 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 5,002.0 | $405K | 0.08% | +960.0 | +23.8% | $81.06 | +1.5% |
| 44 | TSLA | TESLA INC | Consumer Cyclical | 833.0 | $350K | 0.07% | +145.0 | +21.1% | $420.60 | -15.7% |
| 45 | EWX | SPDR INDEX SHS FDS | — | 4,498.0 | $334K | 0.07% | +555.0 | +14.1% | $74.31 | -2.1% |
| 46 | SPYV | SPDR SERIES TRUST | — | 5,090.0 | $309K | 0.06% | +372.0 | +7.9% | $60.79 | +4.6% |
| 47 | GOOG | ALPHABET INC | — | 802.0 | $283K | 0.06% | +27.0 | +3.5% | $353.33 | — |
| 48 | HEGD | LISTED FDS TR | — | 10,175.0 | $271K | 0.06% | +1K | +13.9% | $26.66 | +1.5% |
| 49 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,252.0 | $263K | 0.05% | +258.0 | +12.9% | $116.67 | +50.4% |
| 50 | FDX | FEDEX CORP | Industrials | 718.0 | $225K | 0.05% | +4.0 | +0.6% | $313.13 | +6.0% |
| 51 | GNR | SPDR INDEX SHS FDS | — | 3,285.0 | $221K | 0.05% | +52.0 | +1.6% | $67.31 | +17.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
76.5%
Technology
9.5%
Industrials
3.9%
Healthcare
3.3%
Consumer Cyclical
1.9%
Energy
1.8%
Basic Materials
1.4%
Communication Services
1.1%
Real Estate
0.8%