Portfolio (Quarterly)
Guide ↗
Sunrise Financial Services, LLC
· CIK 0002110891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TMUS | T-MOBILE US INC | Communication Services | 8 | $2K | 0.00% | SOLD |
| 22 | BIIB | BIOGEN INC | Healthcare | 8 | $1K | 0.00% | SOLD |
| 23 | ROKU | ROKU INC | Communication Services | 14 | $1K | 0.00% | SOLD |
| 24 | SYM | SYMBOTIC INC | Industrials | 24 | $1K | 0.00% | SOLD |
| 25 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 42 | $908.0 | 0.00% | SOLD |
| 26 | UBER | UBER TECHNOLOGIES INC | Technology | 10 | $719.0 | 0.00% | SOLD |
| 27 | ETH | GRAYSCALE ETHEREUM STAKING | Financial Services | 36 | $715.0 | 0.00% | SOLD |
| 28 | JOBY | JOBY AVIATION INC | Industrials | 84 | $694.0 | — | SOLD |
| 29 | PINS | PINTEREST INC | Communication Services | 36 | $660.0 | — | SOLD |
| 30 | BILL | BILL HOLDINGS INC | Technology | 15 | $575.0 | — | SOLD |
| 31 | ALB | ALBEMARLE CORP | Basic Materials | 3 | $539.0 | — | SOLD |
| 32 | FEMY | FEMASYS INC | Healthcare | 1,218 | $512.0 | — | SOLD |
| 33 | MDB | MONGODB INC | Technology | 2 | $490.0 | — | SOLD |
| 34 | BLCO | BAUSCH PLUS LOMB CORP | Healthcare | 30 | $477.0 | — | SOLD |
| 35 | BIOA | BIOAGE LABS INC | Healthcare | 26 | $455.0 | — | SOLD |
| 36 | ABVX | ABIVAX SA | Healthcare | 4 | $445.0 | — | SOLD |
| 37 | CRVS | CORVUS PHARMACEUTICALS INC | Healthcare | 30 | $439.0 | — | SOLD |
| 38 | EOG | EOG RES INC | Energy | 3 | $434.0 | — | SOLD |
| 39 | — | ANTERIS TECHNOLOGIES GLOBAL | — | 78 | $433.0 | — | SOLD |
| 40 | SGRY | SURGERY PARTNERS INC | Healthcare | 36 | $429.0 | — | 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%