Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | HD CALL | HOME DEPOT INC | Consumer Cyclical | 400 | $132K | 0.00% | SOLD |
| 82 | LPRO | OPEN LENDING CORP | Financial Services | 82,825 | $104K | 0.00% | SOLD |
| 83 | UNP CALL | UNION PAC CORP | Industrials | 400 | $97K | 0.00% | SOLD |
| 84 | ENVX | ENOVIX CORPORATION | Industrials | 13,177 | $68K | 0.00% | SOLD |
| 85 | EQT CALL | EQT CORP | Energy | 900 | $57K | 0.00% | SOLD |
| 86 | UBER PUT | UBER TECHNOLOGIES INC | Technology | 700 | $50K | — | SOLD |
| 87 | DNUT | KRISPY KREME INC | Consumer Defensive | 10,852 | $37K | — | SOLD |
| 88 | RKLB CALL | ROCKET LAB CORP | Industrials | 500 | $32K | — | SOLD |
| 89 | SHOP CALL | SHOPIFY INC | Technology | 100 | $12K | — | SOLD |
| 90 | EOSE CALL | EOS ENERGY ENTERPRISES INC | Industrials | 1,000 | $5K | — | SOLD |
| 91 | — | VIVID SEATS INC | — | 20,800 | $1K | — | SOLD |
Sector Allocation
Technology
31.9%
Financial Services
18.5%
Industrials
10.0%
Healthcare
9.8%
Consumer Cyclical
8.8%
Communication Services
7.1%
Consumer Defensive
5.2%
Energy
3.9%
Utilities
2.3%
Real Estate
1.4%