Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | CALAMOS ETF TR | — | 2,420.0 | $56K | 0.06% | NEW | — | $23.15 | — |
| 142 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,128.0 | $56K | 0.06% | NEW | — | $49.65 | -16.3% |
| 143 | AMD | ADVANCED MICRO DEVICES INC | Technology | 252.0 | $54K | 0.05% | NEW | — | $214.16 | +142.8% |
| 144 | PYPL | PAYPAL HLDGS INC | Financial Services | 907.0 | $53K | 0.05% | NEW | — | $58.42 | -23.9% |
| 145 | BSV | VANGUARD BD INDEX FDS | — | 667.0 | $53K | 0.05% | NEW | — | $78.81 | -0.9% |
| 146 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 2,655.0 | $52K | 0.05% | NEW | — | $19.71 | -22.9% |
| 147 | PPA | INVESCO EXCHANGE TRADED FD T | — | 331.0 | $52K | 0.05% | NEW | — | $156.63 | +13.5% |
| 148 | AVIV | AMERICAN CENTY ETF TR | — | 716.0 | $51K | 0.05% | NEW | — | $71.23 | +11.9% |
| 149 | XLF | SELECT SECTOR SPDR TR | — | 927.0 | $51K | 0.05% | NEW | — | $54.78 | -6.5% |
| 150 | IJH | ISHARES TR | — | 755.0 | $50K | 0.05% | NEW | — | $66.00 | +13.1% |
| 151 | TOST | TOAST INC | Technology | 1,390.0 | $49K | 0.05% | NEW | — | $35.51 | -29.2% |
| 152 | VTWV | VANGUARD SCOTTSDALE FDS | — | 303.0 | $48K | 0.05% | NEW | — | $159.98 | +18.7% |
| 153 | MO | ALTRIA GROUP INC | Consumer Defensive | 820.0 | $48K | 0.05% | NEW | — | $58.66 | +22.8% |
| 154 | DAL | DELTA AIR LINES INC DEL | Industrials | 692.0 | $48K | 0.05% | NEW | — | $69.44 | +17.9% |
| 155 | AFL | AFLAC INC | Financial Services | 435.0 | $48K | 0.05% | NEW | — | $110.44 | +2.5% |
| 156 | VO | VANGUARD INDEX FDS | — | 165.0 | $48K | 0.05% | NEW | — | $290.65 | -72.8% |
| 157 | V | VISA INC | Financial Services | 135.0 | $47K | 0.05% | NEW | — | $351.21 | -8.4% |
| 158 | EFA | ISHARES TR | — | 479.0 | $46K | 0.05% | NEW | — | $96.03 | +9.2% |
| 159 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 176.0 | $46K | 0.04% | NEW | — | $259.09 | -15.3% |
| 160 | GRAL | GRAIL INC | Healthcare | 527.0 | $45K | 0.04% | NEW | — | $85.59 | -11.9% |
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%