Portfolio (Quarterly)
Guide ↗
BANK OF AMERICA CORP /DE/
· CIK 0000070858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 2021 | AEON | AEON BIOPHARMA INC | Healthcare | 2,376 | $2K | — | SOLD |
| 2022 | — | GUILD HLDGS CO | — | 96 | $2K | — | SOLD |
| 2023 | LASE | LASER PHOTONICS CORP | Industrials | 442 | $2K | — | SOLD |
| 2024 | WLDS | WEARABLE DEVICES LTD | Technology | 390 | $2K | — | SOLD |
| 2025 | — | WILLOW LANE ACQUISITION CORP | — | 672 | $2K | — | SOLD |
| 2026 | PETS | PETMED EXPRESS INC | Healthcare | 745 | $2K | — | SOLD |
| 2027 | — | MATINAS BIOPHARMA HLDGS INC | — | 979 | $2K | — | SOLD |
| 2028 | — | HCM II ACQUISITION CORP | — | 308 | $2K | — | SOLD |
| 2029 | SEMG | EA SERIES TRUST | — | 68 | $2K | — | SOLD |
| 2030 | RDW PUT | REDWIRE CORPORATION | Industrials | 200 | $2K | — | SOLD |
| 2031 | — | WALLBOX NV | — | 397 | $2K | — | SOLD |
| 2032 | — | WEARABLE DEVICES LTD | — | 625 | $2K | — | SOLD |
| 2033 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 92 | $2K | — | SOLD |
| 2034 | JSTC | TIDAL TRUST I | — | 85 | $2K | — | SOLD |
| 2035 | — | LOCAFY LIMITED | — | 200 | $2K | — | SOLD |
| 2036 | VRA | VERA BRADLEY INC | Consumer Cyclical | 831 | $2K | — | SOLD |
| 2037 | IBLC | ISHARES TR | — | 30 | $2K | — | SOLD |
| 2038 | GLOW | VICTORY PORTFOLIOS II | — | 55 | $2K | — | SOLD |
| 2039 | IGC | IGC PHARMA INC | Healthcare | 3,958 | $2K | — | SOLD |
| 2040 | LNZA | LANZATECH GLOBAL INC | Industrials | 67 | $2K | — | SOLD |
Sector Allocation
Technology
25.8%
Financial Services
18.9%
Industrials
10.3%
Healthcare
9.9%
Consumer Cyclical
8.5%
Communication Services
8.1%
Consumer Defensive
5.3%
Energy
5.3%
Utilities
2.9%
Real Estate
2.5%