Portfolio (Quarterly)
Guide ↗
Clayton Financial Group LLC
· CIK 0002011212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | ISHARES TR | — | 787 | $16K | 0.01% | SOLD |
| 142 | LMT | LOCKHEED MARTIN CORP | Industrials | 25 | $15K | 0.01% | SOLD |
| 143 | CME | CME GROUP INC | Financial Services | 50 | $15K | 0.01% | SOLD |
| 144 | AMD | ADVANCED MICRO DEVICES INC | Technology | 72 | $15K | 0.01% | SOLD |
| 145 | GM | GENERAL MTRS CO | Consumer Cyclical | 194 | $14K | 0.01% | SOLD |
| 146 | UPS | UNITED PARCEL SVCS INC | Industrials | 145 | $14K | 0.01% | SOLD |
| 147 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 36 | $14K | 0.01% | SOLD |
| 148 | VLO | VALERO ENERGY CORP | Energy | 56 | $14K | 0.01% | SOLD |
| 149 | CWB | SPDR SERIES TRUST | — | 148 | $14K | 0.01% | SOLD |
| 150 | OTIS | OTIS WORLDWIDE CORP | Industrials | 175 | $13K | 0.01% | SOLD |
| 151 | KLAC | KLA CORP | Technology | 9 | $13K | 0.01% | SOLD |
| 152 | LOW | LOWES COS INC | Consumer Cyclical | 53 | $13K | 0.01% | SOLD |
| 153 | GEV | GE VERNOVA INC | Utilities | 14 | $12K | 0.01% | SOLD |
| 154 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 93 | $12K | 0.01% | SOLD |
| 155 | PGR | PROGRESSIVE CORP | Financial Services | 61 | $12K | 0.01% | SOLD |
| 156 | MET | METLIFE INC | Financial Services | 169 | $12K | 0.01% | SOLD |
| 157 | NEE | NEXTERA ENERGY INC | Utilities | 128 | $12K | 0.01% | SOLD |
| 158 | TT | TRANE TECHNOLOGIES PLC | Industrials | 28 | $12K | 0.01% | SOLD |
| 159 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 595 | $12K | 0.01% | SOLD |
| 160 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 33 | $11K | 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%