Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VEEV | VEEVA SYS INC | Healthcare | 14 | $3K | 0.00% | SOLD |
| 22 | CPRT | COPART INC | Industrials | 64 | $3K | 0.00% | SOLD |
| 23 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 65 | $2K | 0.00% | SOLD |
| 24 | PODD | INSULET CORP | Healthcare | 8 | $2K | 0.00% | SOLD |
| 25 | — | LITHIUM ARGENTINA AG | — | 376 | $2K | 0.00% | SOLD |
| 26 | MHK | MOHAWK INDS INC | Consumer Cyclical | 18 | $2K | 0.00% | SOLD |
| 27 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 9 | $2K | 0.00% | SOLD |
| 28 | TLH | ISHARES TR | — | 19 | $2K | 0.00% | SOLD |
| 29 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 23 | $2K | 0.00% | SOLD |
| 30 | IAU | ISHARES GOLD TR | Financial Services | 23 | $2K | 0.00% | SOLD |
| 31 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 52 | $2K | 0.00% | SOLD |
| 32 | — | LITHIUM AMERS CORP NEW | — | 376 | $2K | 0.00% | SOLD |
| 33 | XYL | XYLEM INC | Industrials | 12 | $2K | 0.00% | SOLD |
| 34 | IVZ | INVESCO LTD | Financial Services | 58 | $2K | 0.00% | SOLD |
| 35 | — | DAYFORCE INC | — | 21 | $1K | 0.00% | SOLD |
| 36 | LEN | LENNAR CORP | Consumer Cyclical | 14 | $1K | 0.00% | SOLD |
| 37 | IAGG | ISHARES TR | — | 28 | $1K | 0.00% | SOLD |
| 38 | AVB | AVALONBAY CMNTYS INC | Real Estate | 7 | $1K | 0.00% | SOLD |
| 39 | RVTY | REVVITY INC | Healthcare | 12 | $1K | 0.00% | SOLD |
| 40 | TROW | PRICE T ROWE GROUP INC | Financial Services | 11 | $1K | 0.00% | SOLD |
Sector Allocation
Technology
24.3%
Industrials
17.6%
Financial Services
16.1%
Healthcare
12.0%
Consumer Cyclical
8.8%
Energy
5.3%
Communication Services
4.7%
Utilities
3.7%
Consumer Defensive
3.5%
Basic Materials
3.1%