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 | GBIL | GOLDMAN SACHS ETF TR | — | 13,513.0 | $1.4M | 0.28% | -13K | -48.8% | $100.16 | -0.0% |
| 42 | XLV | SELECT SECTOR SPDR TR | — | 7,412.0 | $1.2M | 0.24% | +3K | +74.6% | $158.66 | +10.2% |
| 43 | XHB | SPDR SERIES TRUST | — | 10,082.0 | $1.2M | 0.24% | -2K | -14.5% | $115.56 | -8.1% |
| 44 | IAGG | ISHARES TR | — | 22,602.0 | $1.1M | 0.24% | -5K | -18.3% | $50.60 | -1.4% |
| 45 | SOXX | ISHARES TR | — | 1,783.0 | $1.1M | 0.24% | +584.0 | +48.7% | $640.76 | -19.5% |
| 46 | ITOT | ISHARES TR | — | 6,779.0 | $1.1M | 0.23% | -2K | -18.6% | $164.27 | +2.2% |
| 47 | ARKG | ARK ETF TR | — | 26,058.0 | $1.1M | 0.23% | NEW | — | $42.06 | +17.5% |
| 48 | IEFA | ISHARES TR | — | 11,332.0 | $1.1M | 0.23% | -3K | -19.0% | $96.58 | +4.6% |
| 49 | QQQ | INVESCO QQQ TR | Financial Services | 1,475.0 | $1.1M | 0.22% | +256.0 | +21.0% | $736.40 | -3.4% |
| 50 | ITA | ISHARES TR | — | 4,464.0 | $1.1M | 0.22% | +2K | +67.2% | $242.42 | -3.4% |
| 51 | ARTY | ISHARES TR | — | 13,278.0 | $1.0M | 0.21% | -160.0 | -1.2% | $76.16 | -2.8% |
| 52 | IWO | ISHARES TR | — | 2,558.0 | $1.0M | 0.21% | NEW | — | $393.96 | -2.1% |
| 53 | XLI | SELECT SECTOR SPDR TR | — | 5,386.0 | $998K | 0.21% | NEW | — | $185.23 | -3.2% |
| 54 | XLK | SELECT SECTOR SPDR TR | — | 5,177.0 | $986K | 0.20% | -94.0 | -1.8% | $190.52 | -4.4% |
| 55 | RPV | INVESCO EXCHANGE TRADED FD T | — | 8,480.0 | $965K | 0.20% | -40K | -82.7% | $113.82 | +7.0% |
| 56 | GLD | SPDR GOLD TR | Financial Services | 2,540.0 | $936K | 0.19% | -521.0 | -17.0% | $368.38 | +14.9% |
| 57 | BULD | PACER FDS TR | — | 23,913.0 | $919K | 0.19% | NEW | — | $38.42 | -7.3% |
| 58 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,715.0 | $858K | 0.18% | -432.0 | -20.1% | $500.39 | — |
| 59 | JNK | SPDR SERIES TRUST | — | 8,596.0 | $828K | 0.17% | -437.0 | -4.8% | $96.37 | -0.3% |
| 60 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 4,249.0 | $815K | 0.17% | +1K | +33.4% | $191.75 | -6.1% |
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%