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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,270.0 | $350K | 0.07% | -382.0 | -4.4% | $42.34 | +17.9% |
| 102 | MSFT | MICROSOFT CORP | Technology | 928.0 | $346K | 0.07% | NEW | — | $373.02 | +30.7% |
| 103 | FXN | FIRST TR EXCHANGE-TRADED FD | — | 16,730.0 | $338K | 0.07% | -10K | -36.8% | $20.23 | +14.0% |
| 104 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 448.0 | $335K | 0.07% | NEW | — | $746.77 | +2.5% |
| 105 | EWX | SPDR INDEX SHS FDS | — | 4,498.0 | $334K | 0.07% | +555.0 | +14.1% | $74.31 | -2.6% |
| 106 | MDT | MEDTRONIC PLC | Healthcare | 4,253.0 | $333K | 0.07% | -250.0 | -5.5% | $78.23 | +16.8% |
| 107 | FXU | FIRST TR EXCHANGE-TRADED FD | — | 6,679.0 | $330K | 0.07% | -863.0 | -11.4% | $49.34 | -3.1% |
| 108 | EFV | ISHARES TR | — | 4,178.0 | $320K | 0.07% | -170.0 | -3.9% | $76.55 | +7.3% |
| 109 | OKE | ONEOK INC NEW | Energy | 3,619.0 | $315K | 0.07% | -1K | -21.8% | $86.94 | +6.0% |
| 110 | EMR | EMERSON ELEC CO | Industrials | 2,188.0 | $313K | 0.07% | -356.0 | -14.0% | $143.15 | +9.5% |
| 111 | SPYV | SPDR SERIES TRUST | — | 5,090.0 | $309K | 0.06% | +372.0 | +7.9% | $60.79 | +4.6% |
| 112 | EFA | ISHARES TR | — | 2,939.0 | $305K | 0.06% | -92.0 | -3.0% | $103.88 | +4.4% |
| 113 | BKHY | BNY MELLON ETF TRUST | — | 6,197.0 | $295K | 0.06% | -375.0 | -5.7% | $47.61 | -0.6% |
| 114 | EMHY | ISHARES INC | — | 7,180.0 | $292K | 0.06% | NEW | — | $40.66 | -0.7% |
| 115 | VYM | VANGUARD WHITEHALL FDS | — | 1,844.0 | $291K | 0.06% | NEW | — | $158.03 | +4.1% |
| 116 | CAT | CATERPILLAR INC | Industrials | 272.0 | $290K | 0.06% | NEW | — | $1064.90 | -23.5% |
| 117 | GOOG | ALPHABET INC | — | 802.0 | $283K | 0.06% | +27.0 | +3.5% | $353.33 | — |
| 118 | WIP | SPDR SERIES TRUST | — | 7,115.0 | $280K | 0.06% | — | — | $39.39 | +1.4% |
| 119 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,159.0 | $276K | 0.06% | NEW | — | $238.34 | +9.9% |
| 120 | SHY | ISHARES TR | — | 3,353.0 | $275K | 0.06% | -3K | -43.5% | $82.11 | -0.1% |
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%