Portfolio (Quarterly)
Guide ↗
Wilkerson Advisory Group LLC
· CIK 0002079661| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WCN | WASTE CONNECTIONS INC COM | Industrials | 10 | $2K | 0.00% | SOLD |
| 22 | DOV | DOVER CORP COM | Industrials | 7 | $1K | 0.00% | SOLD |
| 23 | TPH | TRI POINTE HOMES INC COM | Consumer Cyclical | 30 | $1K | — | SOLD |
| 24 | LH | LABCORP HOLDINGS INC COM SHS | Healthcare | 5 | $1K | — | SOLD |
| 25 | VEEV | VEEVA SYS INC CL A COM | Healthcare | 6 | $1K | — | SOLD |
| 26 | — | VIZSLA SILVER CORP COM NEW | — | 305 | $1K | — | SOLD |
| 27 | AEM | AGNICO EAGLE MINES LTD COM | Basic Materials | 3 | $609.0 | — | SOLD |
| 28 | NTAP | NETAPP INC COM | Technology | 4 | $410.0 | — | SOLD |
| 29 | CBOE | CBOE GLOBAL MKTS INC COM | Financial Services | 1 | $281.0 | — | SOLD |
| 30 | ARES | ARES MANAGEMENT CORPORATION CL A COM STK | Financial Services | 2 | $218.0 | — | SOLD |
| 31 | SFM | SPROUTS FMRS MKT INC COM | Consumer Defensive | 2 | $154.0 | — | SOLD |
| 32 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | — | 2 | $148.0 | — | SOLD |
| 33 | DC | DAKOTA GOLD CORP COM | Basic Materials | 28 | $141.0 | — | SOLD |
| 34 | — | NIOCORP DEVS LTD COM NEW | — | 25 | $112.0 | — | SOLD |
| 35 | — | FLUTTER ENTMT PLC SHS | — | 1 | $102.0 | — | SOLD |
| 36 | CPNG | COUPANG INC CL A | Consumer Cyclical | 5 | $94.0 | — | SOLD |
| 37 | TLRY | TILRAY BRANDS INC COM | Healthcare | 12 | $78.0 | — | SOLD |
| 38 | RIOT | RIOT PLATFORMS INC COM | Financial Services | 6 | $74.0 | — | SOLD |
| 39 | THM | INTERNATIONAL TOWER HILL MINES COM | Basic Materials | 20 | $46.0 | — | SOLD |
| 40 | USGO | US GOLDMINING INC COM | Basic Materials | 3 | $35.0 | — | SOLD |
Sector Allocation
Financial Services
58.6%
Technology
12.3%
Industrials
10.6%
Consumer Cyclical
5.1%
Healthcare
4.5%
Consumer Defensive
4.1%
Communication Services
1.9%
Energy
1.0%
Basic Materials
0.7%
Utilities
0.7%