Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | VANGUARD NY | — | 5,580.0 | $580K | 0.21% | +631.0 | +12.8% | $104.00 | — |
| 42 | NOBL | PROSHARES S&P | — | 10,245.0 | $575K | 0.21% | +5K | +94.4% | $56.16 | +2.7% |
| 43 | IVV | ISHARES CORE | — | 752.0 | $563K | 0.20% | +393.0 | +109.5% | $749.28 | +3.3% |
| 44 | JSMD | JANUS DETROIT | — | 5,296.0 | $536K | 0.19% | -31.0 | -0.6% | $101.23 | -7.9% |
| 45 | — | BERKSHIRE HATHAWAY | — | 1,069.0 | $535K | 0.19% | — | — | $500.39 | — |
| 46 | CEF | SPROTT PHYSICAL | Financial Services | 12,073.0 | $486K | 0.17% | — | — | $40.23 | +12.5% |
| 47 | V | VISA INC | Financial Services | 1,269.0 | $436K | 0.16% | +26.0 | +2.1% | $343.22 | +9.3% |
| 48 | JPM | JPMORGAN CHASE | Financial Services | 1,320.0 | $432K | 0.15% | +435.0 | +49.1% | $327.35 | +9.6% |
| 49 | OMFL | INVESCO RUSSELL | — | 6,260.0 | $429K | 0.15% | -914.0 | -12.7% | $68.54 | +2.9% |
| 50 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,602.0 | $407K | 0.15% | — | — | $253.99 | +8.4% |
| 51 | VBK | VANGUARD SMALL | — | 1,091.0 | $399K | 0.14% | — | — | $365.74 | -4.5% |
| 52 | TSLA | TESLA INC | Consumer Cyclical | 932.0 | $392K | 0.14% | +37.0 | +4.1% | $420.60 | -15.8% |
| 53 | ED | CONSOLIDATED EDISON | Utilities | 3,361.0 | $372K | 0.13% | — | — | $110.62 | -3.0% |
| 54 | QQQ | INVESCO QQQ | Financial Services | 482.0 | $355K | 0.13% | +254.0 | +111.4% | $736.47 | -2.4% |
| 55 | GOOG | ALPHABET INC | — | 956.0 | $338K | 0.12% | +57.0 | +6.3% | $353.24 | — |
| 56 | VBR | VANGUARD SMALL | — | 1,845.0 | $330K | 0.12% | +738.0 | +66.7% | $178.96 | +38.1% |
| 57 | XOM | EXXON MOBIL | Energy | 2,411.0 | $330K | 0.12% | -98.0 | -3.9% | $136.73 | +16.6% |
| 58 | CAT | CATERPILLAR INC | Industrials | 303.0 | $323K | 0.12% | — | — | $1064.84 | -23.6% |
| 59 | PG | PROCTER & GAMBLE | Consumer Defensive | 1,952.0 | $286K | 0.10% | — | — | $146.64 | -0.1% |
| 60 | IAU | ISHARES GOLD | Financial Services | 3,783.0 | $286K | 0.10% | — | — | $75.51 | +10.4% |
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
Technology
29.1%
Financial Services
21.8%
Industrials
10.2%
Consumer Cyclical
8.6%
Utilities
8.6%
Healthcare
6.9%
Communication Services
6.0%
Consumer Defensive
5.0%
Energy
3.0%
Basic Materials
0.5%