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 | XHB | SPDR SERIES TRUST | — | 11,798.0 | $1.2M | 0.31% | NEW | — | $98.72 | +15.7% |
| 42 | JOJO | TIDAL TRUST I | — | 73,185.0 | $1.1M | 0.30% | +570.0 | +0.8% | $15.57 | +0.8% |
| 43 | HARD | SIMPLIFY EXCHANGE TRADED FUN | — | 31,788.0 | $1.1M | 0.30% | +5K | +20.4% | $35.37 | -15.3% |
| 44 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 10,068.0 | $1.1M | 0.30% | +1K | +11.2% | $110.78 | +18.7% |
| 45 | AAPL | APPLE INC | Technology | 4,369.0 | $1.1M | 0.29% | +113.0 | +2.7% | $253.79 | +16.8% |
| 46 | SWAN | AMPLIFY ETF TR | — | 35,019.0 | $1.1M | 0.29% | +191.0 | +0.6% | $31.06 | +7.8% |
| 47 | DAX | GLOBAL X FDS | — | 25,558.0 | $1.1M | 0.29% | -4K | -12.9% | $42.16 | +5.0% |
| 48 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 35,594.0 | $1.1M | 0.29% | +7K | +24.6% | $30.22 | -13.2% |
| 49 | SPIP | SPDR SERIES TRUST | — | 40,108.0 | $1.0M | 0.28% | -344.0 | -0.8% | $26.01 | -1.4% |
| 50 | IGLB | ISHARES TR | — | 20,821.0 | $1.0M | 0.27% | -174.0 | -0.8% | $49.63 | +1.5% |
| 51 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,147.0 | $1.0M | 0.27% | -825.0 | -27.8% | $479.20 | — |
| 52 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 14,365.0 | $1.0M | 0.27% | -15K | -51.2% | $71.61 | -21.8% |
| 53 | PBD | INVESCO EXCH TRADED FD TR II | — | 54,318.0 | $974K | 0.26% | -1K | -2.0% | $17.93 | +8.5% |
| 54 | PULS | PGIM ETF TR | — | 18,008.0 | $891K | 0.24% | -109K | -85.8% | $49.50 | +0.4% |
| 55 | JNK | SPDR SERIES TRUST | — | 9,033.0 | $865K | 0.23% | -3K | -22.1% | $95.72 | +0.6% |
| 56 | SHV | ISHARES TR | — | 7,666.0 | $846K | 0.23% | -156.0 | -2.0% | $110.39 | -0.1% |
| 57 | DIVD | EA SERIES TRUST | — | 20,574.0 | $844K | 0.22% | +8K | +67.9% | $41.03 | +3.0% |
| 58 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 5,414.0 | $798K | 0.21% | -648.0 | -10.7% | $147.47 | +85.0% |
| 59 | XLB | SELECT SECTOR SPDR TR | — | 14,932.0 | $746K | 0.20% | NEW | — | $49.97 | +2.8% |
| 60 | QQQ | INVESCO QQQ TR | Financial Services | 1,219.0 | $704K | 0.19% | -419.0 | -25.6% | $577.18 | +24.2% |
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
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%