Portfolio (Quarterly)
Guide ↗
Wilkerson Advisory Group LLC
· CIK 0002079661| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EFX | EQUIFAX INC COM | Industrials | 7 | $2K | 0.00% | SOLD |
| 22 | XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | — | 21 | $2K | 0.00% | SOLD |
| 23 | NRG | NRG ENERGY INC COM NEW | Utilities | 9 | $1K | 0.00% | SOLD |
| 24 | CSGP | COSTAR GROUP INC COM | Real Estate | 21 | $1K | — | SOLD |
| 25 | INSM | INSMED INC COM PAR $.01 | Healthcare | 8 | $1K | — | SOLD |
| 26 | VRSK | VERISK ANALYTICS INC COM | Industrials | 6 | $1K | — | SOLD |
| 27 | GTO | INVESCO TOTAL RETURN BOND ETF | — | 27 | $1K | — | SOLD |
| 28 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 31 | $1K | — | SOLD |
| 29 | BHF | BRIGHTHOUSE FINL INC COM | Financial Services | 17 | $1K | — | SOLD |
| 30 | BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | — | 10 | $723.0 | — | SOLD |
| 31 | BITO | PROSHARES BITCOIN ETF | — | 50 | $608.0 | — | SOLD |
| 32 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | — | 13 | $577.0 | — | SOLD |
| 33 | BOOM | DMC GLOBAL INC COM | Energy | 50 | $335.0 | — | SOLD |
| 34 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | — | 3 | $233.0 | — | SOLD |
| 35 | BR | BROADRIDGE FINL SOLUTIONS INC COM | Technology | 1 | $223.0 | — | SOLD |
| 36 | DDD | 3-D SYS CORP DEL COM NEW | Technology | 50 | $89.0 | — | SOLD |
| 37 | QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | — | — | $43.0 | — | SOLD |
| 38 | SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | — | — | $40.0 | — | SOLD |
| 39 | HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | — | 1 | $28.0 | — | SOLD |
Sector Allocation
Financial Services
58.4%
Industrials
10.6%
Technology
9.9%
Consumer Cyclical
5.0%
Consumer Defensive
4.9%
Healthcare
4.8%
Communication Services
2.5%
Energy
1.5%
Basic Materials
0.9%
Utilities
0.9%