Portfolio (Quarterly)
Guide ↗
SPWM Advisors LLC
· CIK 0002111209| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | STXV | EA SERIES TRUST | — | 46,932 | $1.6M | 1.49% | SOLD |
| 2 | UEC | URANIUM ENERGY CORP | Energy | 110,000 | $1.3M | 1.22% | SOLD |
| 3 | STXG | EA SERIES TRUST | — | 19,591 | $997K | 0.95% | SOLD |
| 4 | STXK | EA SERIES TRUST | — | 24,583 | $818K | 0.78% | SOLD |
| 5 | — | EA SERIES TRUST | — | 25,928 | $808K | 0.77% | SOLD |
| 6 | — CALL | SPDR S&P 500 ETF TR | — | 1,000 | $682K | 0.65% | SOLD |
| 7 | STRV | EA SERIES TRUST | — | 13,154 | $580K | 0.55% | SOLD |
| 8 | KMX | CARMAX INC | Consumer Cyclical | 14,393 | $556K | 0.53% | SOLD |
| 9 | BUXX | EA SERIES TRUST | — | 26,673 | $540K | 0.51% | SOLD |
| 10 | DEO | DIAGEO PLC | Consumer Defensive | 5,973 | $515K | 0.49% | SOLD |
| 11 | BAC | BANK AMERICA CORP | Financial Services | 7,638 | $420K | 0.40% | SOLD |
| 12 | STXE | EA SERIES TRUST | — | 9,160 | $329K | 0.31% | SOLD |
| 13 | STXT | EA SERIES TRUST | — | 13,363 | $269K | 0.26% | SOLD |
| 14 | — CALL | META PLATFORMS INC | — | 400 | $264K | 0.25% | SOLD |
| 15 | EBAY | EBAY INC. | Consumer Cyclical | 2,877 | $251K | 0.24% | SOLD |
| 16 | SHOP | SHOPIFY INC | Technology | 1,276 | $205K | 0.20% | SOLD |
Sector Allocation
Technology
29.4%
Communication Services
14.5%
Financial Services
14.3%
Consumer Cyclical
14.2%
Healthcare
9.6%
Consumer Defensive
4.8%
Basic Materials
4.6%
Industrials
4.1%
Energy
3.7%
Utilities
0.4%