Portfolio (Quarterly)
Guide ↗
Emergent Wealth Advisors, LLC
· CIK 0001799880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BAI | BLACKROCK ETF TRUST | — | 7,447 | $248K | 0.14% | SOLD |
| 22 | TSLA | TESLA INC | Consumer Cyclical | 517 | $233K | 0.13% | SOLD |
| 23 | IJH | ISHARES TR | — | 3,500 | $231K | 0.13% | SOLD |
| 24 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 4,711 | $223K | 0.13% | SOLD |
| 25 | MO | ALTRIA GROUP INC | Consumer Defensive | 3,599 | $208K | 0.12% | SOLD |
| 26 | — | AMCOR PLC | — | 10,385 | $87K | 0.05% | SOLD |
Sector Allocation
Technology
33.8%
Financial Services
20.7%
Real Estate
9.1%
Communication Services
8.2%
Healthcare
6.1%
Consumer Cyclical
5.9%
Energy
5.6%
Basic Materials
3.9%
Consumer Defensive
3.8%
Industrials
2.9%