Portfolio (Quarterly)
Guide ↗
MORGAN STANLEY
· CIK 0000895421| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | — | VIVOPOWER INTERNATIONAL PLC | — | 1,491 | $7K | — | SOLD |
| 242 | — | VISION MARINE TECHNOLOGIES I | — | 4,815 | $7K | — | SOLD |
| 243 | — | CELULARITY INC | — | 3,000 | $6K | — | SOLD |
| 244 | — | ICZOOM GROUP INC. | — | 2,586 | $6K | — | SOLD |
| 245 | — | FIRST TR EXCHNG TRADED FD VI | — | 197 | $6K | — | SOLD |
| 246 | IVAL | EA SERIES TRUST | — | 201 | $6K | — | SOLD |
| 247 | GENK | GEN RESTAURENT GROUP | Consumer Cyclical | 2,100 | $6K | — | SOLD |
| 248 | FEED | NANOVIBRONIX INC | Healthcare | 1,000 | $6K | — | SOLD |
| 249 | WKHS | WORKHORSE GROUP INC | Consumer Cyclical | 4,976 | $5K | — | SOLD |
| 250 | — | ALPHA COGNITION INC | — | 840 | $5K | — | SOLD |
| 251 | — | ARTELO BIOSCIENCES INC | — | 1,100 | $5K | — | SOLD |
| 252 | EDGU | ADVISORS INNER CIRCLE FD II | — | 180 | $5K | — | SOLD |
| 253 | — | GLEN BURNIE BANCORP | — | 1,036 | $5K | — | SOLD |
| 254 | — | EMEREN GROUP LTD | — | 2,541 | $5K | — | SOLD |
| 255 | MXC | MEXCO ENERGY CORP | Energy | 502 | $5K | — | SOLD |
| 256 | XUDV | FRANKLIN TEMPLETON ETF TR | — | 170 | $5K | — | SOLD |
| 257 | — | ARCHER AVIATION INC | — | 2,021 | $4K | — | SOLD |
| 258 | — | BTC DIGITAL LTD | — | 1,600 | $4K | — | SOLD |
| 259 | — | PICOCELA INC | — | 9,771 | $4K | — | SOLD |
| 260 | TGE | GENERATION ESSENTIALS GROUP | Technology | 2,000 | $4K | — | SOLD |
Sector Allocation
Technology
29.6%
Financial Services
17.2%
Healthcare
10.2%
Consumer Cyclical
10.1%
Communication Services
9.9%
Industrials
8.6%
Consumer Defensive
4.5%
Energy
3.5%
Utilities
2.6%
Basic Materials
2.1%