Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | HEICO CORP NEW | — | 78 | $16K | 0.01% | SOLD |
| 22 | OMF | ONEMAIN HLDGS INC | Financial Services | 303 | $16K | 0.01% | SOLD |
| 23 | BLD | TOPBUILD COR | Industrials | 45 | $16K | 0.01% | SOLD |
| 24 | CWST | CASELLA WASTE SYS INC | Industrials | 198 | $16K | 0.01% | SOLD |
| 25 | AMID | EA SERIES TRUST | — | 479 | $15K | 0.01% | SOLD |
| 26 | RLI | RLI CORP | Financial Services | 266 | $15K | 0.01% | SOLD |
| 27 | ADUS | ADDUS HOMECARE CORP | Healthcare | 160 | $15K | 0.01% | SOLD |
| 28 | IYF | ISHARES TR | — | 127 | $15K | 0.01% | SOLD |
| 29 | ESI | ELEMENT SOLUTIONS INC | Basic Materials | 399 | $14K | 0.01% | SOLD |
| 30 | HLNE | HAMILTON LANE INC | Financial Services | 130 | $13K | 0.01% | SOLD |
| 31 | APG | API GROUP CORP | Industrials | 311 | $13K | 0.01% | SOLD |
| 32 | CRVL | CORVEL CORP | Financial Services | 144 | $8K | 0.01% | SOLD |
| 33 | JBND | J P MORGAN EXCHANGE TRADED F | — | 146 | $8K | 0.01% | SOLD |
| 34 | NVDY | TIDAL TRUST II | — | 578 | $8K | 0.01% | SOLD |
| 35 | HON | HONEYWELL INTL INC | Industrials | 31 | $7K | 0.01% | SOLD |
| 36 | ACN | ACCENTURE PLC IRELAND | Technology | 31 | $6K | 0.00% | SOLD |
| 37 | COWZ | PACER FDS TR | — | 87 | $5K | 0.00% | SOLD |
| 38 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 34 | $5K | 0.00% | SOLD |
| 39 | GOOY | TIDAL TRUST II | — | 401 | $5K | 0.00% | SOLD |
| 40 | TMUS | T-MOBILE US INC | Communication Services | 24 | $5K | 0.00% | SOLD |
Sector Allocation
Technology
26.6%
Financial Services
17.9%
Industrials
16.2%
Healthcare
11.3%
Consumer Cyclical
8.7%
Communication Services
4.2%
Utilities
4.0%
Energy
3.9%
Consumer Defensive
3.4%
Basic Materials
2.8%