Portfolio (Quarterly)
Guide ↗
WASHINGTON GROWTH STRATEGIES LLC
· CIK 0002044575| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XLC | SELECT SECTOR SPDR TR | — | 5,569.0 | $597K | 0.33% | NEW | — | $107.13 | +5.5% |
| 42 | VO | VANGUARD INDEX FDS | — | 6,516.0 | $525K | 0.29% | NEW | — | $80.57 | +2.4% |
| 43 | XRT | SPDR SERIES TRUST | — | 5,897.0 | $517K | 0.29% | NEW | — | $87.74 | -1.0% |
| 44 | ENB | ENBRIDGE INC | Energy | 9,322.0 | $505K | 0.28% | NEW | — | $54.21 | -7.4% |
| 45 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 998.0 | $496K | 0.28% | NEW | — | $496.73 | +9.1% |
| 46 | VNQ | VANGUARD INDEX FDS | — | 5,098.0 | $492K | 0.27% | NEW | — | $96.43 | +0.8% |
| 47 | XLV | SELECT SECTOR SPDR TR | — | 2,863.0 | $454K | 0.25% | NEW | — | $158.66 | +7.9% |
| 48 | GE | GE AEROSPACE | Industrials | 1,191.0 | $445K | 0.25% | NEW | — | $373.73 | -8.3% |
| 49 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,716.0 | $436K | 0.24% | NEW | — | $253.97 | +5.5% |
| 50 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 842.0 | $422K | 0.23% | NEW | — | $501.36 | +24.1% |
| 51 | MMED | MINIMED GROUP INC | Healthcare | 26,587.0 | $397K | 0.22% | NEW | — | $14.95 | +34.4% |
| 52 | GILD | GILEAD SCIENCES INC | Healthcare | 3,062.0 | $387K | 0.21% | NEW | — | $126.34 | +15.3% |
| 53 | GEV | GE VERNOVA INC | Utilities | 297.0 | $349K | 0.19% | NEW | — | $1174.86 | -22.4% |
| 54 | TNA | DIREXION SHARES ETF TRUST | — | 4,157.0 | $312K | 0.17% | NEW | — | $75.11 | -6.9% |
| 55 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,498.0 | $291K | 0.16% | NEW | — | $116.67 | +59.7% |
| 56 | UAL | UNITED AIRLS HLDGS INC | Industrials | 1,957.0 | $266K | 0.15% | NEW | — | $135.99 | -18.7% |
| 57 | SSO | PROSHARES TR | — | 3,860.0 | $260K | 0.14% | NEW | — | $67.38 | +5.0% |
| 58 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 1,317.0 | $247K | 0.14% | NEW | — | $187.28 | +11.0% |
| 59 | KWEB | KRANESHARES TRUST | — | 9,220.0 | $226K | 0.12% | NEW | — | $24.47 | +7.6% |
| 60 | IMVP | INVESCO INDIA EXCHANGE-TRADE | — | 11,163.0 | $224K | 0.12% | NEW | — | $20.07 | -0.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
82.5%
Healthcare
7.0%
Technology
2.5%
Consumer Cyclical
2.3%
Real Estate
2.1%
Communication Services
1.7%
Industrials
0.9%
Energy
0.6%
Utilities
0.4%