Portfolio (Quarterly)
Guide ↗
Sunrise Financial Services, LLC
· CIK 0002110891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | — | 2,941 | $75K | 0.05% | SOLD |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | — | 935 | $74K | 0.05% | SOLD |
| 3 | EMLC | VANECK ETF TRUST | — | 1,186 | $30K | 0.02% | SOLD |
| 4 | XOM | EXXON MOBIL CORP | Energy | 144 | $24K | 0.02% | SOLD |
| 5 | ECL | ECOLAB INC | Basic Materials | 73 | $19K | 0.01% | SOLD |
| 6 | GVA | GRANITE CONSTR INC | Industrials | 102 | $12K | 0.01% | SOLD |
| 7 | VCR | VANGUARD WORLD FD | — | 31 | $11K | 0.01% | SOLD |
| 8 | VWOB | VANGUARD WHITEHALL FDS | — | 94 | $6K | 0.00% | SOLD |
| 9 | SCHO | SCHWAB STRATEGIC TR | — | 228 | $6K | 0.00% | SOLD |
| 10 | — | QIAGEN NV | — | 133 | $5K | 0.00% | SOLD |
| 11 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 246 | $5K | 0.00% | SOLD |
| 12 | KR | KROGER CO | Consumer Defensive | 71 | $5K | 0.00% | SOLD |
| 13 | CCL | CARNIVAL CORP | Consumer Cyclical | 190 | $5K | 0.00% | SOLD |
| 14 | DD | DUPONT DE NEMOURS INC | Basic Materials | 104 | $5K | 0.00% | SOLD |
| 15 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 58 | $3K | 0.00% | SOLD |
| 16 | HON | HONEYWELL INTL INC | Industrials | 14 | $3K | 0.00% | SOLD |
| 17 | MASI | MASIMO CORP | Healthcare | 17 | $3K | 0.00% | SOLD |
| 18 | ET | ENERGY TRANSFER L P | Energy | 128 | $2K | 0.00% | SOLD |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 64 | $2K | 0.00% | SOLD |
| 20 | — | SEALED AIR CORP NEW | — | 47 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
40.6%
Consumer Cyclical
23.4%
Financial Services
11.2%
Consumer Defensive
8.9%
Industrials
5.6%
Healthcare
3.9%
Communication Services
3.8%
Energy
1.0%
Real Estate
0.7%
Utilities
0.6%