Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | CB | CHUBB LTD SWITZ | Financial Services | 65 | $21K | 0.01% | SOLD |
| 122 | KO | COCA COLA CO | Consumer Defensive | 275 | $21K | 0.01% | SOLD |
| 123 | XLE | SELECT SECTOR SPDR TR | — | 341 | $21K | 0.01% | SOLD |
| 124 | NEM | NEWMONT CORP | Basic Materials | 192 | $21K | 0.01% | SOLD |
| 125 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 130 | $19K | 0.01% | SOLD |
| 126 | VEA | VANGUARD TAX-MANAGED FDS | — | 285 | $18K | 0.01% | SOLD |
| 127 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 100 | $18K | 0.01% | SOLD |
| 128 | NKE | NIKE INC | Consumer Cyclical | 337 | $18K | 0.01% | SOLD |
| 129 | BIIB | BIOGEN INC | Healthcare | 97 | $18K | 0.01% | SOLD |
| 130 | LRCX | LAM RESEARCH CORP | Technology | 80 | $17K | 0.01% | SOLD |
| 131 | BAC | BANK AMERICA CORP | Financial Services | 344 | $17K | 0.01% | SOLD |
| 132 | GE | GE AEROSPACE | Industrials | 58 | $16K | 0.01% | SOLD |
| 133 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 366 | $16K | 0.01% | SOLD |
| 134 | DG | DOLLAR GEN CORP | Consumer Defensive | 137 | $16K | 0.01% | SOLD |
| 135 | XRPI | VOLATILITY SHS TR | — | 2,140 | $16K | 0.01% | SOLD |
| 136 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 35 | $16K | 0.01% | SOLD |
| 137 | HCA | HCA HEALTHCARE INC | Healthcare | 34 | $16K | 0.01% | SOLD |
| 138 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 52 | $16K | 0.01% | SOLD |
| 139 | CMCSA | COMCAST CORP NEW | Communication Services | 545 | $16K | 0.01% | SOLD |
| 140 | UBER | UBER TECHNOLOGIES INC | Technology | 216 | $16K | 0.01% | 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%