Portfolio (Quarterly)
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Global View Capital Management LLC
· CIK 0001994495| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 5,843.0 | $278K | 0.05% | NEW | — | $47.56 | -16.3% |
| 122 | JPM | JPMORGAN CHASE & CO. | Financial Services | 860.0 | $277K | 0.05% | NEW | — | $322.22 | -7.9% |
| 123 | FXG | FIRST TR EXCHANGE TRADED FD | — | 4,423.0 | $268K | 0.05% | NEW | — | $60.68 | +1.3% |
| 124 | MSFT | MICROSOFT CORP | Technology | 554.0 | $268K | 0.05% | NEW | — | $483.62 | -11.7% |
| 125 | EFV | ISHARES TR | — | 3,631.0 | $259K | 0.05% | NEW | — | $71.41 | +10.1% |
| 126 | NANR | SPDR INDEX SHS FDS | — | 3,711.0 | $252K | 0.05% | NEW | — | $67.83 | +21.9% |
| 127 | HAP | VANECK ETF TRUST | — | 4,164.0 | $250K | 0.05% | NEW | — | $60.14 | +20.0% |
| 128 | V | VISA INC | Financial Services | 697.0 | $244K | 0.05% | NEW | — | $350.71 | -7.3% |
| 129 | EFG | ISHARES TR | — | 2,091.0 | $238K | 0.04% | NEW | — | $113.92 | +8.1% |
| 130 | GOOG | ALPHABET INC | Communication Services | 759.0 | $238K | 0.04% | NEW | — | $313.80 | +23.0% |
| 131 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,218.0 | $233K | 0.04% | NEW | — | $191.56 | +8.7% |
| 132 | XLY | SELECT SECTOR SPDR TR | — | 1,857.0 | $222K | 0.04% | NEW | — | $119.41 | +2.2% |
| 133 | AVGO | BROADCOM INC | Technology | 617.0 | $214K | 0.04% | NEW | — | $346.10 | +23.3% |
| 134 | SPDW | SPDR INDEX SHS FDS | — | 4,801.0 | $213K | 0.04% | NEW | — | $44.41 | +14.9% |
| 135 | FDX | FEDEX CORP | Industrials | 733.0 | $212K | 0.04% | NEW | — | $288.86 | +42.5% |
| 136 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,005.0 | $208K | 0.04% | NEW | — | $206.95 | +11.5% |
| 137 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 17,956.0 | $140K | 0.03% | NEW | — | $7.77 | +37.8% |
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%