Portfolio (Quarterly)
Guide ↗
Global View Capital Management LLC
· CIK 0001994495| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XLI | SELECT SECTOR SPDR TR | — | 15,643.0 | $2.4M | 0.45% | NEW | — | $155.12 | +12.0% |
| 22 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 49,797.0 | $2.2M | 0.41% | NEW | — | $44.32 | -1.4% |
| 23 | CSHI | NEOS ETF TRUST | — | 40,616.0 | $2.0M | 0.38% | NEW | — | $49.73 | +0.2% |
| 24 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 29,433.0 | $2.0M | 0.37% | NEW | — | $67.64 | +6.2% |
| 25 | ULST | SSGA ACTIVE ETF TR | — | 44,590.0 | $1.8M | 0.34% | NEW | — | $40.51 | -0.1% |
| 26 | AGG | ISHARES TR | — | 17,557.0 | $1.8M | 0.33% | NEW | — | $99.88 | -0.9% |
| 27 | VONG | VANGUARD SCOTTSDALE FDS | — | 13,274.0 | $1.6M | 0.30% | NEW | — | $121.75 | +7.5% |
| 28 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,972.0 | $1.5M | 0.28% | NEW | — | $502.65 | — |
| 29 | UWM | PROSHARES TR | — | 30,487.0 | $1.4M | 0.27% | NEW | — | $47.02 | +35.8% |
| 30 | IEFA | ISHARES TR | — | 16,019.0 | $1.4M | 0.27% | NEW | — | $89.46 | +9.5% |
| 31 | IAGG | ISHARES TR | — | 28,597.0 | $1.4M | 0.27% | NEW | — | $50.01 | +0.4% |
| 32 | ITOT | ISHARES TR | — | 9,116.0 | $1.4M | 0.25% | NEW | — | $148.69 | +11.0% |
| 33 | DAX | GLOBAL X FDS | — | 29,352.0 | $1.3M | 0.25% | NEW | — | $45.62 | +1.3% |
| 34 | GLD | SPDR GOLD TR | Financial Services | 3,203.0 | $1.3M | 0.24% | NEW | — | $396.31 | +4.2% |
| 35 | GBIL | GOLDMAN SACHS ETF TR | — | 12,222.0 | $1.2M | 0.23% | NEW | — | $99.94 | +0.2% |
| 36 | XAR | SPDR SERIES TRUST | — | 4,995.0 | $1.2M | 0.23% | NEW | — | $241.24 | +20.0% |
| 37 | AAPL | APPLE INC | Technology | 4,256.0 | $1.2M | 0.22% | NEW | — | $271.86 | +15.0% |
| 38 | SWAN | AMPLIFY ETF TR | — | 34,828.0 | $1.1M | 0.21% | NEW | — | $32.47 | +4.6% |
| 39 | JOJO | TIDAL TRUST I | — | 72,615.0 | $1.1M | 0.21% | NEW | — | $15.54 | +0.7% |
| 40 | JNK | SPDR SERIES TRUST | — | 11,602.0 | $1.1M | 0.21% | NEW | — | $97.21 | -0.6% |
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
57.4%
Technology
10.7%
Basic Materials
7.2%
Healthcare
6.7%
Industrials
4.9%
Energy
4.8%
Communication Services
2.9%
Consumer Cyclical
2.9%
Consumer Defensive
2.5%