Portfolio (Quarterly)
Guide ↗
Clark Wealth Partners
· CIK 0002107657| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PNR | PENTAIR PLC | Industrials | 18 | $2K | 0.00% | SOLD |
| 62 | FISV | FISERV INC | Technology | 27 | $2K | 0.00% | SOLD |
| 63 | VRSK | VERISK ANALYTICS INC | Industrials | 7 | $1K | 0.00% | SOLD |
| 64 | CMS | CMS ENERGY CORP | Utilities | 16 | $1K | 0.00% | SOLD |
| 65 | DD | DUPONT DE NEMOURS INC | Basic Materials | 26 | $1K | 0.00% | SOLD |
| 66 | CSGP | COSTAR GROUP INC | Real Estate | 27 | $1K | 0.00% | SOLD |
| 67 | FICO | FAIR ISAAC CORP | Technology | 1 | $1K | 0.00% | SOLD |
| 68 | SCHA | SCHWAB STRATEGIC TR | — | 36 | $1K | 0.00% | SOLD |
| 69 | VBK | VANGUARD INDEX FDS | — | 3 | $907.0 | 0.00% | SOLD |
| 70 | WY | WEYERHAEUSER CO | Real Estate | 36 | $880.0 | 0.00% | SOLD |
| 71 | FOX | FOX CORP | — | 16 | $850.0 | 0.00% | SOLD |
| 72 | ISTB | ISHARES TR | — | 17 | $824.0 | 0.00% | SOLD |
| 73 | IJH | ISHARES TR | — | 12 | $811.0 | 0.00% | SOLD |
| 74 | NLR | VANECK ETF TRUST | — | 6 | $800.0 | 0.00% | SOLD |
| 75 | IT | GARTNER INC | Technology | 5 | $792.0 | 0.00% | SOLD |
| 76 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 5 | $766.0 | 0.00% | SOLD |
| 77 | MTCH | MATCH GROUP INC NEW | Communication Services | 15 | $461.0 | — | SOLD |
| 78 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 25 | $411.0 | — | SOLD |
| 79 | CTRA | COTERRA ENERGY INC | Energy | 11 | $387.0 | — | SOLD |
| 80 | IJR | ISHARES TR | — | 3 | $373.0 | — | 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%