Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | — | 660 | $281K | 0.30% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,194 | $270K | 0.28% | SOLD |
| 3 | BWEB | BITWISE FUNDS TRUST | — | 1,072 | $68K | 0.07% | SOLD |
| 4 | — | THOMSON REUTERS CORP | — | 245 | $22K | 0.02% | SOLD |
| 5 | CTRA | COTERRA ENERGY INC | Energy | 538 | $19K | 0.02% | SOLD |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | — | 241 | $14K | 0.01% | SOLD |
| 7 | CCL | CARNIVAL CORP | Consumer Cyclical | 523 | $14K | 0.01% | SOLD |
| 8 | BITC | BITWISE FUNDS TRUST | — | 294 | $11K | 0.01% | SOLD |
| 9 | GSLC | GOLDMAN SACHS ETF TR | — | 61 | $8K | 0.01% | SOLD |
| 10 | — | CALAMOS ETF TR | — | 304 | $6K | 0.01% | SOLD |
| 11 | — | CALAMOS ETF TR | — | 285 | $6K | 0.01% | SOLD |
| 12 | DIS | DISNEY WALT CO | Communication Services | 63 | $6K | 0.01% | SOLD |
| 13 | JD | JD.COM INC | Consumer Cyclical | 200 | $6K | 0.01% | SOLD |
| 14 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 120 | $5K | 0.01% | SOLD |
| 15 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 9 | $4K | 0.00% | SOLD |
| 16 | S | SENTINELONE INC | Technology | 200 | $3K | 0.00% | SOLD |
| 17 | DDOG | DATADOG INC | Technology | 20 | $2K | 0.00% | SOLD |
| 18 | — | CALAMOS ETF TR | — | 115 | $2K | 0.00% | SOLD |
| 19 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 27 | $2K | 0.00% | SOLD |
| 20 | DLTR | DOLLAR TREE INC | Consumer Defensive | 16 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
30.4%
Financial Services
25.8%
Consumer Cyclical
21.3%
Consumer Defensive
5.6%
Industrials
4.6%
Communication Services
4.0%
Healthcare
3.0%
Utilities
2.0%
Energy
1.5%
Real Estate
1.4%