Portfolio (Quarterly)
Guide ↗
BURKETT FINANCIAL SERVICES, LLC
· CIK 0001762716| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CPSU | Calamos S&P 500 Structured ALT ETF (June) | — | 4,266 | $116K | 0.04% | SOLD |
| 2 | CPNJ | Calamos Nasdaq 100 Structured ALT ETF (June) | — | 3,492 | $94K | 0.03% | SOLD |
| 3 | — | Astrazeneca Plc | — | 74 | $7K | 0.00% | SOLD |
| 4 | BNDX | Vanguard Total International Bond ETF | — | 26 | $1K | — | SOLD |
| 5 | ALLY | Ally Financial Inc | Financial Services | 25 | $1K | — | SOLD |
| 6 | — | GCI Liberty Inc | — | 3,520 | — | — | SOLD |
Sector Allocation
Industrials
25.6%
Technology
24.1%
Financial Services
11.7%
Communication Services
8.6%
Utilities
6.9%
Consumer Defensive
6.8%
Healthcare
6.4%
Consumer Cyclical
6.1%
Energy
2.8%
Basic Materials
0.9%