Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SMH | VANECK ETF TRUST | — | 20.0 | $13K | 0.01% | NEW | — | $655.90 | -12.6% |
| 22 | KSTR | KRANESHARES TRUST | — | 377.0 | $12K | 0.01% | NEW | — | $32.35 | -24.0% |
| 23 | NAK | NORTHERN DYNASTY MINERALS LT | Basic Materials | 5,000.0 | $10K | 0.01% | NEW | — | $1.92 | -8.9% |
| 24 | UFOX | ETF SER SOLUTIONS | — | 100.0 | $10K | 0.01% | NEW | — | $95.04 | -12.0% |
| 25 | VPG | VISHAY PRECISION GROUP INC | Technology | 60.0 | $9K | 0.01% | NEW | — | $149.92 | -55.8% |
| 26 | ABAT | AMERICAN BATTERY TECHNOLOGY | Basic Materials | 2,500.0 | $7K | 0.01% | NEW | — | $2.83 | -5.3% |
| 27 | VGT | VANGUARD WORLD FD | — | 45.0 | $5K | 0.01% | NEW | — | $119.51 | +2.0% |
| 28 | INTC | INTEL CORP | Technology | 30.0 | $4K | 0.00% | NEW | — | $139.63 | -34.0% |
| 29 | AIZ | ASSURANT INC | Financial Services | 15.0 | $4K | 0.00% | NEW | — | $268.53 | +6.3% |
| 30 | ASTS | AST SPACEMOBILE INC | Technology | 45.0 | $4K | 0.00% | NEW | — | $88.87 | -30.9% |
| 31 | DRAM | ROUNDHILL ETF TRUST | — | 50.0 | $4K | 0.00% | NEW | — | $73.86 | -23.1% |
| 32 | — | NEBIUS GROUP N.V. | — | 10.0 | $3K | 0.00% | NEW | — | $276.20 | — |
| 33 | COHR | COHERENT CORP | Technology | 7.0 | $3K | 0.00% | NEW | — | $394.43 | -25.1% |
| 34 | FMTM | EA SERIES TRUST | — | 50.0 | $2K | 0.00% | NEW | — | $43.64 | -7.8% |
| 35 | AEHR | AEHR TEST SYS | Technology | 20.0 | $2K | 0.00% | NEW | — | $96.05 | -5.8% |
| 36 | URA | GLOBAL X FDS | — | 35.0 | $2K | 0.00% | NEW | — | $43.71 | +10.7% |
| 37 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 15.0 | $1K | 0.00% | NEW | — | $86.93 | +34.5% |
| 38 | MU | MICRON TECHNOLOGY INC | Technology | 1.0 | $1K | 0.00% | NEW | — | $1154.00 | -18.9% |
| 39 | CWST | CASELLA WASTE SYS INC | Industrials | 11.0 | $1K | 0.00% | NEW | — | $97.00 | -4.1% |
| 40 | BFAM | BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 15.0 | $1K | 0.00% | NEW | — | $70.87 | +4.9% |
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
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%