Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CSGS | CSG SYS INTL INC | Technology | 8 | $642.0 | 0.00% | SOLD |
| 42 | SHAK | SHAKE SHACK INC | Consumer Cyclical | 7 | $619.0 | 0.00% | SOLD |
| 43 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 34 | $589.0 | 0.00% | SOLD |
| 44 | NABL | N-ABLE INC | Technology | 116 | $542.0 | 0.00% | SOLD |
| 45 | KMPR | KEMPER CORP | Financial Services | 16 | $489.0 | 0.00% | SOLD |
| 46 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 8 | $474.0 | 0.00% | SOLD |
| 47 | OWNB | BITWISE FUNDS TRUST | — | 27 | $442.0 | — | SOLD |
| 48 | SOUN | SOUNDHOUND AI INC | Technology | 54 | $371.0 | — | SOLD |
| 49 | — | ENVIRI CORP | — | 18 | $353.0 | — | SOLD |
| 50 | KW | KENNEDY-WILSON HOLDINGS INC | Real Estate | 32 | $350.0 | — | SOLD |
| 51 | LAUR | LAUREATE ED INC | Consumer Defensive | 10 | $348.0 | — | SOLD |
| 52 | DT | DYNATRACE INC | Technology | 9 | $333.0 | — | SOLD |
| 53 | ALG | ALAMO GROUP INC | Industrials | 2 | $330.0 | — | SOLD |
| 54 | MLKN | MILLERKNOLL INC | Consumer Cyclical | 21 | $305.0 | — | SOLD |
| 55 | USPH | U S PHYSICAL THERAPY | Healthcare | 4 | $302.0 | — | SOLD |
| 56 | B | BARRICK MNG CORP | Basic Materials | 7 | $286.0 | — | SOLD |
| 57 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 6 | $267.0 | — | SOLD |
| 58 | VRE | VERIS RESIDENTIAL INC | Real Estate | 14 | $265.0 | — | SOLD |
| 59 | CTKB | CYTEK BIOSCIENCES INC | Healthcare | 60 | $262.0 | — | SOLD |
| 60 | EMBC | EMBECTA CORP | Healthcare | 28 | $248.0 | — | 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%