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 | SJNK | SPDR SERIES TRUST | — | 19,828.0 | $495K | 0.13% | -13K | -39.5% | $24.98 | +0.2% |
| 42 | SHY | ISHARES TR | — | 5,931.0 | $490K | 0.13% | -201.0 | -3.3% | $82.57 | -0.6% |
| 43 | DSTL | ETF SER SOLUTIONS | — | 8,355.0 | $484K | 0.13% | -839.0 | -9.1% | $57.88 | +2.9% |
| 44 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,652.0 | $434K | 0.12% | -1K | -12.5% | $50.20 | -9.2% |
| 45 | — | UNILEVER PLC | — | 7,481.0 | $426K | 0.11% | -3K | -31.6% | $56.97 | — |
| 46 | OKE | ONEOK INC NEW | Energy | 4,626.0 | $418K | 0.11% | -2K | -30.6% | $90.39 | -4.6% |
| 47 | NVDA | NVIDIA CORPORATION | Technology | 2,367.0 | $413K | 0.11% | -254.0 | -9.7% | $174.40 | +15.2% |
| 48 | IWV | ISHARES TR | — | 1,101.0 | $408K | 0.11% | -883.0 | -44.5% | $370.68 | +13.6% |
| 49 | MDT | MEDTRONIC PLC | Healthcare | 4,503.0 | $390K | 0.10% | -2K | -32.1% | $86.65 | -6.9% |
| 50 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 15,512.0 | $378K | 0.10% | -7K | -31.3% | $24.39 | -24.4% |
| 51 | FXU | FIRST TR EXCHANGE-TRADED FD | — | 7,542.0 | $374K | 0.10% | -304.0 | -3.9% | $49.59 | -0.5% |
| 52 | MBSF | VALUED ADVISERS TR | — | 14,640.0 | $373K | 0.10% | -649.0 | -4.2% | $25.51 | +1.1% |
| 53 | LLY | ELI LILLY & CO | Healthcare | 387.0 | $356K | 0.09% | -216.0 | -35.8% | $919.77 | +20.3% |
| 54 | EOG | EOG RES INC | Energy | 2,426.0 | $351K | 0.09% | -566.0 | -18.9% | $144.57 | -7.5% |
| 55 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,692.0 | $343K | 0.09% | -3K | -64.3% | $202.98 | -24.7% |
| 56 | EMR | EMERSON ELEC CO | Industrials | 2,544.0 | $333K | 0.09% | -801.0 | -23.9% | $131.02 | +8.8% |
| 57 | SHYG | ISHARES TR | — | 7,387.0 | $313K | 0.08% | -3K | -26.3% | $42.31 | +0.2% |
| 58 | BKHY | BNY MELLON ETF TRUST | — | 6,572.0 | $312K | 0.08% | -5K | -41.3% | $47.41 | +0.2% |
| 59 | STIP | ISHARES TR | — | 3,001.0 | $310K | 0.08% | -23.0 | -0.8% | $103.43 | -1.5% |
| 60 | EFA | ISHARES TR | — | 3,031.0 | $294K | 0.08% | -182.0 | -5.7% | $97.13 | +5.5% |
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
85.8%
Technology
3.9%
Industrials
2.4%
Basic Materials
2.2%
Healthcare
2.1%
Energy
1.7%
Communication Services
1.4%
Consumer Cyclical
0.5%