Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | IBTO | ISHARES TR | — | 2,710 | $66K | 0.03% | SOLD |
| 62 | NOBL | PROSHARES TR | — | 615 | $65K | 0.03% | SOLD |
| 63 | XLC | SELECT SECTOR SPDR TR | — | 584 | $65K | 0.03% | SOLD |
| 64 | XLP | SELECT SECTOR SPDR TR | — | 789 | $65K | 0.03% | SOLD |
| 65 | IWY | ISHARES TR | — | 257 | $64K | 0.03% | SOLD |
| 66 | — | MFS ACTIVE EXCHANGE TRADED F | — | 2,291 | $62K | 0.03% | SOLD |
| 67 | INTU | INTUIT | Technology | 143 | $62K | 0.03% | SOLD |
| 68 | AVDV | AMERICAN CENTY ETF TR | — | 605 | $60K | 0.03% | SOLD |
| 69 | SGOV | ISHARES TR | — | 598 | $60K | 0.03% | SOLD |
| 70 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 645 | $60K | 0.03% | SOLD |
| 71 | EVSD | MORGAN STANLEY ETF TRUST | — | 1,148 | $58K | 0.03% | SOLD |
| 72 | XLI | SELECT SECTOR SPDR TR | — | 359 | $58K | 0.03% | SOLD |
| 73 | J | JACOBS SOLUTIONS INC | Industrials | 455 | $58K | 0.03% | SOLD |
| 74 | ACN | ACCENTURE PLC IRELAND | Technology | 291 | $58K | 0.03% | SOLD |
| 75 | ORCL | ORACLE CORP | Technology | 392 | $58K | 0.03% | SOLD |
| 76 | LLY | ELI LILLY & CO | Healthcare | 62 | $57K | 0.03% | SOLD |
| 77 | BAB | INVESCO EXCH TRADED FD TR II | — | 2,010 | $54K | 0.03% | SOLD |
| 78 | ADI | ANALOG DEVICES INC | Technology | 170 | $54K | 0.03% | SOLD |
| 79 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 180 | $49K | 0.03% | SOLD |
| 80 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 525 | $47K | 0.02% | 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%