Portfolio (Quarterly)
Guide ↗
Wealth Science Advisors LLC
· CIK 0002083087| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | IWR | ISHARES TR | — | 106 | $10K | 0.01% | SOLD |
| 62 | FSK | FS KKR CAP CORP | Financial Services | 687 | $10K | 0.01% | SOLD |
| 63 | — | ASTRAZENECA PLC | — | 85 | $8K | 0.00% | SOLD |
| 64 | ASML | ASML HOLDING N V | Technology | 7 | $7K | 0.00% | SOLD |
| 65 | MGK | VANGUARD WORLD FD | — | 17 | $7K | 0.00% | SOLD |
| 66 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 100 | $7K | 0.00% | SOLD |
| 67 | — | FS SPECIALTY LENDING FD | — | 479 | $7K | 0.00% | SOLD |
| 68 | UPS | UNITED PARCEL SERVICE INC | Industrials | 63 | $6K | 0.00% | SOLD |
| 69 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 18 | $6K | 0.00% | SOLD |
| 70 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 153 | $6K | 0.00% | SOLD |
| 71 | IVLU | ISHARES TR | — | 145 | $6K | 0.00% | SOLD |
| 72 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 450 | $5K | 0.00% | SOLD |
| 73 | IAU | ISHARES GOLD TR | Financial Services | 55 | $4K | 0.00% | SOLD |
| 74 | VLUE | ISHARES TR | — | 32 | $4K | 0.00% | SOLD |
| 75 | V | VISA INC | Financial Services | 12 | $4K | 0.00% | SOLD |
| 76 | SHEL | SHELL PLC | Energy | 55 | $4K | 0.00% | SOLD |
| 77 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 7 | $4K | 0.00% | SOLD |
| 78 | SNY | SANOFI SA | Healthcare | 80 | $4K | 0.00% | SOLD |
| 79 | VIS | VANGUARD WORLD FD | — | 12 | $4K | 0.00% | SOLD |
| 80 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 17 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
37.3%
Industrials
12.5%
Communication Services
11.1%
Consumer Cyclical
10.0%
Healthcare
8.6%
Financial Services
7.0%
Consumer Defensive
6.2%
Basic Materials
2.5%
Real Estate
1.8%
Energy
1.5%