Portfolio (Quarterly)
Guide ↗
Unify Financial Advisors
· CIK 0002126814| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | — | 4,990 | $1.7M | 1.78% | SOLD |
| 2 | SHOP | SHOPIFY INC | Technology | 3,631 | $584K | 0.61% | SOLD |
| 3 | XOM | EXXON MOBIL CORP | Energy | 4,768 | $574K | 0.60% | SOLD |
| 4 | INTU | INTUIT | Technology | 809 | $536K | 0.56% | SOLD |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,366 | $479K | 0.50% | SOLD |
| 6 | MDT | MEDTRONIC PLC | Healthcare | 4,743 | $456K | 0.47% | SOLD |
| 7 | PEP | PEPSICO INC | Consumer Defensive | 2,933 | $421K | 0.44% | SOLD |
| 8 | EMB | ISHARES TR | — | 4,174 | $402K | 0.42% | SOLD |
| 9 | IAU | ISHARES GOLD TR | Financial Services | 3,664 | $297K | 0.31% | SOLD |
| 10 | — | ALBEMARLE CORP | — | 4,820 | $286K | 0.30% | SOLD |
| 11 | NOBL | PROSHARES TR | — | 1,979 | $206K | 0.21% | SOLD |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 689 | $204K | 0.21% | SOLD |
| 13 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,970 | $203K | 0.21% | SOLD |
Sector Allocation
Technology
36.1%
Financial Services
15.5%
Consumer Cyclical
10.2%
Communication Services
9.5%
Consumer Defensive
7.6%
Healthcare
7.0%
Industrials
6.9%
Utilities
3.1%
Energy
2.0%
Basic Materials
1.1%