Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | DGRO | ISHARES TR | — | 380.0 | $26K | 0.03% | NEW | — | $69.42 | +7.7% |
| 202 | BP | BP PLC | Energy | 748.0 | $26K | 0.03% | NEW | — | $34.77 | +19.4% |
| 203 | BNDX | VANGUARD CHARLOTTE FDS | — | 530.0 | $26K | 0.03% | NEW | — | $48.32 | -0.1% |
| 204 | SO | SOUTHERN CO | Utilities | 289.0 | $25K | 0.03% | NEW | — | $87.44 | +6.8% |
| 205 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 1,028.0 | $25K | 0.03% | NEW | — | $24.37 | -33.1% |
| 206 | XLI | SELECT SECTOR SPDR TR | — | 160.0 | $25K | 0.03% | NEW | — | $155.12 | +12.4% |
| 207 | VEA | VANGUARD TAX-MANAGED FDS | — | 387.0 | $24K | 0.02% | NEW | — | $62.47 | +14.8% |
| 208 | UVIX | VS TRUST | Financial Services | 4,190.0 | $24K | 0.02% | NEW | — | $5.71 | -29.9% |
| 209 | DIS | DISNEY WALT CO | Communication Services | 208.0 | $24K | 0.02% | NEW | — | $114.23 | -9.1% |
| 210 | TFII | TFI INTL INC | Industrials | 228.0 | $24K | 0.02% | NEW | — | $103.82 | +46.1% |
| 211 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 443.0 | $23K | 0.02% | NEW | — | $52.94 | +21.1% |
| 212 | UBER | UBER TECHNOLOGIES INC | Technology | 287.0 | $23K | 0.02% | NEW | — | $81.71 | -13.3% |
| 213 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 2,390.0 | $23K | 0.02% | NEW | — | $9.65 | +33.1% |
| 214 | IAU | ISHARES GOLD TR | Financial Services | 284.0 | $23K | 0.02% | NEW | — | $81.17 | +4.3% |
| 215 | QUAL | ISHARES TR | — | 111.0 | $22K | 0.02% | NEW | — | $198.62 | +8.6% |
| 216 | XLY | SELECT SECTOR SPDR TR | — | 182.0 | $22K | 0.02% | NEW | — | $119.86 | +1.5% |
| 217 | — | CALAMOS ETF TR | — | 991.0 | $22K | 0.02% | NEW | — | $21.97 | — |
| 218 | DUK | DUKE ENERGY CORP NEW | Utilities | 182.0 | $21K | 0.02% | NEW | — | $117.73 | +5.8% |
| 219 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 180.0 | $21K | 0.02% | NEW | — | $115.50 | +10.9% |
| 220 | IWP | ISHARES TR | — | 150.0 | $21K | 0.02% | NEW | — | $136.94 | +3.9% |
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
29.7%
Technology
25.9%
Communication Services
18.7%
Consumer Cyclical
15.4%
Consumer Defensive
3.0%
Industrials
2.8%
Healthcare
1.7%
Utilities
1.0%
Energy
0.9%
Real Estate
0.7%