Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | Google Inc Class A | — | 20.0 | $6K | 0.00% | — | — | $313.80 | — |
| 142 | ITW | Illinois Tool Works Inc | Industrials | 25.0 | $6K | 0.00% | — | — | $246.32 | +9.2% |
| 143 | ATR | Aptargroup Inc | Healthcare | 50.0 | $6K | 0.00% | — | — | $121.96 | +2.4% |
| 144 | CPNG | Coupang Inc | Consumer Cyclical | 250.0 | $6K | 0.00% | — | — | $23.59 | -36.0% |
| 145 | AMGN | Amgen Incorporated | Healthcare | 18.0 | $6K | 0.00% | — | — | $327.33 | +16.5% |
| 146 | — | Citigroup Inc | — | 50.0 | $6K | 0.00% | — | — | $116.70 | — |
| 147 | SPOT | Spotify Technology | Communication Services | 10.0 | $6K | 0.00% | -2.0 | -16.7% | $580.70 | -4.2% |
| 148 | TMO | Thermo Fisher Scientific | Healthcare | 10.0 | $6K | 0.00% | — | — | $579.50 | +5.9% |
| 149 | DHR | Danaher Corp Del | Healthcare | 25.0 | $6K | 0.00% | — | — | $228.92 | -11.2% |
| 150 | SNPS | Synopsys Inc | Technology | 12.0 | $6K | 0.00% | — | — | $469.75 | -18.8% |
| 151 | TTWO | Take Two Interactv | Communication Services | 22.0 | $6K | 0.00% | — | — | $256.05 | -12.9% |
| 152 | VRSK | Verisk Analytics Inc Cla | Industrials | 25.0 | $6K | 0.00% | — | — | $223.68 | -16.4% |
| 153 | YUMC | Yum China Holdings Inc | Consumer Cyclical | 114.0 | $5K | 0.00% | NEW | — | $47.74 | -10.3% |
| 154 | BMNR | Bitmine Immersion Technologies | Financial Services | 200.0 | $5K | 0.00% | — | — | $27.15 | -5.1% |
| 155 | — | Equitable Resources Inc | — | 100.0 | $5K | 0.00% | — | — | $53.60 | — |
| 156 | LULU | Lululemon Athletica | Consumer Cyclical | 22.0 | $5K | 0.00% | — | — | $207.82 | -51.7% |
| 157 | ASTS | Ast Spacemobile Inc | Technology | 61.0 | $4K | 0.00% | +10.0 | +19.6% | $72.62 | -17.4% |
| 158 | CGNX | Cognex Corp | Technology | 121.0 | $4K | 0.00% | — | — | $35.98 | +66.5% |
| 159 | DXC | D X C Technology Com | Technology | 287.0 | $4K | 0.00% | — | — | $14.65 | -17.3% |
| 160 | PBW | Invesco ETF D TR WILDERHIL CLAN ETF | — | 131.0 | $4K | 0.00% | — | — | $30.54 | -0.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
69.9%
Energy
16.5%
Technology
7.8%
Industrials
2.4%
Consumer Cyclical
1.6%
Consumer Defensive
0.7%
Healthcare
0.5%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%