Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IXUS | ISHARES TR | — | 56 | $5K | 0.00% | SOLD |
| 42 | CCL | CARNIVAL CORP | Consumer Cyclical | 180 | $5K | 0.00% | SOLD |
| 43 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 73 | $5K | 0.00% | SOLD |
| 44 | TRMB | TRIMBLE INC | Technology | 66 | $4K | 0.00% | SOLD |
| 45 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 5 | $4K | 0.00% | SOLD |
| 46 | MSFO | TIDAL TRUST II | — | 327 | $4K | 0.00% | SOLD |
| 47 | — | LEIDOS HOLDINGS INC | — | 24 | $4K | 0.00% | SOLD |
| 48 | SCHZ | SCHWAB STRATEGIC TR | — | 132 | $3K | 0.00% | SOLD |
| 49 | IUSB | ISHARES TR | — | 56 | $3K | 0.00% | SOLD |
| 50 | VOT | VANGUARD INDEX FDS | — | 10 | $3K | 0.00% | SOLD |
| 51 | VOE | VANGUARD INDEX FDS | — | 13 | $2K | 0.00% | SOLD |
| 52 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 8 | $2K | 0.00% | SOLD |
| 53 | BRO | BROWN & BROWN INC | Financial Services | 34 | $2K | 0.00% | SOLD |
| 54 | — | EXPAND ENERGY CORPORATION | — | 20 | $2K | 0.00% | SOLD |
| 55 | ITOT | ISHARES TR | — | 14 | $2K | 0.00% | SOLD |
| 56 | VSS | VANGUARD INTL EQUITY INDEX F | — | 13 | $2K | 0.00% | SOLD |
| 57 | AGG | ISHARES TR | — | 19 | $2K | 0.00% | SOLD |
| 58 | OTIS | OTIS WORLDWIDE CORP | Industrials | 24 | $2K | 0.00% | SOLD |
| 59 | SYY | SYSCO CORP | Consumer Defensive | 24 | $2K | 0.00% | SOLD |
| 60 | RMD | RESMED INC | Healthcare | 7 | $2K | 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%