Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | ANET | ARISTA NETWORKS INC | Technology | 60 | $7K | 0.00% | SOLD |
| 202 | SPGI | S&P GLOBAL INC | Financial Services | 17 | $7K | 0.00% | SOLD |
| 203 | PRU | PRUDENTIAL FINL INC | Financial Services | 73 | $7K | 0.00% | SOLD |
| 204 | COF | CAPITAL ONE FINL CORP | Financial Services | 39 | $7K | 0.00% | SOLD |
| 205 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 52 | $7K | 0.00% | SOLD |
| 206 | TROW | PRICE T ROWE GROUP INC | Financial Services | 77 | $7K | 0.00% | SOLD |
| 207 | PCG | PG&E CORP | Utilities | 394 | $7K | 0.00% | SOLD |
| 208 | WELL | WELLTOWER INC | Real Estate | 35 | $7K | 0.00% | SOLD |
| 209 | CRM | SALESFORCE INC | Technology | 37 | $7K | 0.00% | SOLD |
| 210 | PHO | INVESCO EXCHANGE TRADED FD T | — | 100 | $7K | 0.00% | SOLD |
| 211 | PANW | PALO ALTO NETWORKS INC | Technology | 41 | $7K | 0.00% | SOLD |
| 212 | GLW | CORNING INC | Technology | 48 | $7K | 0.00% | SOLD |
| 213 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 26 | $7K | 0.00% | SOLD |
| 214 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 236 | $6K | 0.00% | SOLD |
| 215 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 245 | $6K | 0.00% | SOLD |
| 216 | IAK | ISHARES TR | — | 50 | $6K | 0.00% | SOLD |
| 217 | SPYM | SPDR SERIES TRUST | — | 80 | $6K | 0.00% | SOLD |
| 218 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 84 | $6K | 0.00% | SOLD |
| 219 | MCK | MCKESSON CORP | Healthcare | 7 | $6K | 0.00% | SOLD |
| 220 | CNC | CENTENE CORP DEL | Healthcare | 185 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
38.1%
Technology
15.9%
Healthcare
14.5%
Industrials
13.9%
Consumer Defensive
9.5%
Consumer Cyclical
4.6%
Communication Services
3.5%