Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | PANW | PALO ALTO NETWORKS INC | Technology | 161.0 | $55K | 0.05% | +40.0 | +33.1% | $341.02 | +12.3% |
| 162 | AVIV | AMERICAN CENTY ETF TR | — | 705.0 | $55K | 0.05% | -11.0 | -1.5% | $77.42 | +7.5% |
| 163 | UVV | UNIVERSAL CORP VA MTNS BK EN | Consumer Defensive | 1,013.0 | $53K | 0.04% | — | — | $52.19 | -11.9% |
| 164 | ARM | ARM HOLDINGS PLC | Technology | 147.0 | $52K | 0.04% | -31.0 | -17.4% | $354.57 | -28.0% |
| 165 | VCRB | VANGUARD MALVERN FDS | — | 665.0 | $51K | 0.04% | -535.0 | -44.6% | $77.23 | -1.2% |
| 166 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 628.0 | $51K | 0.04% | — | — | $81.06 | +1.7% |
| 167 | GE | GE AEROSPACE | Industrials | 134.0 | $50K | 0.04% | — | — | $373.90 | -8.3% |
| 168 | EFA | ISHARES TR | — | 479.0 | $50K | 0.04% | — | — | $103.88 | +4.0% |
| 169 | SO | SOUTHERN CO | Utilities | 517.0 | $50K | 0.04% | +4.0 | +0.8% | $95.78 | -7.0% |
| 170 | XLF | SELECT SECTOR SPDR TR | — | 898.0 | $48K | 0.04% | -30.0 | -3.2% | $53.66 | +7.9% |
| 171 | PGR | PROGRESSIVE CORP | Financial Services | 218.0 | $48K | 0.04% | +215.0 | +7166.7% | $218.45 | -0.4% |
| 172 | BSV | VANGUARD BD INDEX FDS | — | 599.0 | $47K | 0.04% | -68.0 | -10.2% | $77.91 | -0.3% |
| 173 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 2,615.0 | $45K | 0.04% | — | — | $17.35 | -3.2% |
| 174 | — | CALAMOS ETF TR | — | 2,012.0 | $44K | 0.04% | -368.0 | -15.5% | $22.02 | — |
| 175 | NFLX | NETFLIX INC. | Communication Services | 613.0 | $44K | 0.04% | -262.0 | -29.9% | $71.40 | +11.8% |
| 176 | INFQ | INFLEQTION INC | Technology | 3,281.0 | $44K | 0.04% | NEW | — | $13.32 | +7.5% |
| 177 | PFF | ISHARES TR | — | 1,427.0 | $44K | 0.04% | — | — | $30.49 | +0.5% |
| 178 | XEL | XCEL ENERGY INC | Utilities | 533.0 | $43K | 0.04% | — | — | $80.89 | -4.6% |
| 179 | BE | BLOOM ENERGY CORP | Industrials | 139.0 | $42K | 0.04% | — | — | $302.70 | -28.0% |
| 180 | PFFR | ETFIS SER TR I | — | 2,370.0 | $41K | 0.04% | — | — | $17.40 | +1.2% |
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%