Portfolio (Quarterly)
Guide ↗
Aviso Financial Inc.
· CIK 0002033534| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IJK | ISHARES TR | — | 160 | $16K | 0.00% | SOLD |
| 42 | WDAY | WORKDAY INC | Technology | 118 | $15K | 0.00% | SOLD |
| 43 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 34 | $14K | 0.00% | SOLD |
| 44 | CCL | CARNIVAL CORP | Consumer Cyclical | 500 | $13K | — | SOLD |
| 45 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 800 | $13K | — | SOLD |
| 46 | HR | HEALTHCARE RLTY TR | Real Estate | 640 | $11K | — | SOLD |
| 47 | CTAS | CINTAS CORP | Industrials | 60 | $10K | — | SOLD |
| 48 | MILN | GLOBAL X FDS | — | 240 | $10K | — | SOLD |
| 49 | CWS | ADVISORSHARES TR | — | 139 | $9K | — | SOLD |
| 50 | GE | GE AEROSPACE | Industrials | 30 | $9K | — | SOLD |
| 51 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 137 | $8K | — | SOLD |
| 52 | NEE | NEXTERA ENERGY INC | Utilities | 85 | $8K | — | SOLD |
| 53 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 20 | $8K | — | SOLD |
| 54 | PSTG | EVERPURE INC | — | 130 | $8K | — | SOLD |
| 55 | AQN | ALGONQUIN POWER & UTILITIES | Utilities | 1,213 | $7K | — | SOLD |
| 56 | HON | HONEYWELL INTL INC | Industrials | 30 | $7K | — | SOLD |
| 57 | PLD | PROLOGIS INC. | Real Estate | 50 | $7K | — | SOLD |
| 58 | ABNB | AIRBNB INC | Consumer Cyclical | 46 | $6K | — | SOLD |
| 59 | INTC | INTEL CORP | Technology | 125 | $6K | — | SOLD |
| 60 | CCI | CROWN CASTLE INC | Real Estate | 65 | $5K | — | SOLD |
Sector Allocation
Financial Services
41.5%
Technology
13.3%
Basic Materials
11.2%
Energy
9.3%
Consumer Cyclical
7.9%
Healthcare
6.7%
Communication Services
4.4%
Industrials
3.3%
Utilities
1.2%
Consumer Defensive
0.8%