Portfolio (Quarterly)
Guide ↗
Sunrise Financial Services, LLC
· CIK 0002110891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 6 | $339.0 | — | SOLD |
| 42 | BL | BLACKLINE INC | Technology | 9 | $333.0 | — | SOLD |
| 43 | OCUL | OCULAR THERAPEUTIX INC | Healthcare | 36 | $305.0 | — | SOLD |
| 44 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 36 | $304.0 | — | SOLD |
| 45 | — | SEADRILL LTD | — | 6 | $273.0 | — | SOLD |
| 46 | ONDS | ONDAS INC | Technology | 30 | $271.0 | — | SOLD |
| 47 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 5 | $264.0 | — | SOLD |
| 48 | CARL | CARLSMED INC | Healthcare | 26 | $235.0 | — | SOLD |
| 49 | AES | AES CORP | Utilities | 16 | $225.0 | — | SOLD |
| 50 | — | COOPER COS INC | — | 3 | $215.0 | — | SOLD |
| 51 | RGTI | RIGETTI COMPUTING INC | Technology | 15 | $211.0 | — | SOLD |
| 52 | UMAC | UNUSUAL MACHS INC | Financial Services | 17 | $211.0 | — | SOLD |
| 53 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 7 | $210.0 | — | SOLD |
| 54 | MSFU | DIREXION SHARES ETF TRUST | — | 9 | $207.0 | — | SOLD |
| 55 | MRVI | MARAVAI LIFESCIENCES HLDGS I | Healthcare | 66 | $187.0 | — | SOLD |
| 56 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 24 | $165.0 | — | SOLD |
| 57 | SMR | NUSCALE PWR CORP | Utilities | 15 | $163.0 | — | SOLD |
| 58 | — | SIDUS SPACE INC | — | 62 | $144.0 | — | SOLD |
| 59 | OGI | ORGANIGRAM GLOBAL INC | Healthcare | 105 | $141.0 | — | SOLD |
| 60 | MJ | AMPLIFY ETF TR | — | 6 | $138.0 | — | 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%