Portfolio (Quarterly)
Guide ↗
TD Waterhouse Canada Inc.
· CIK 0001999606| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ARW | ARROW ELECTRS INC | Technology | 142 | $21K | — | SOLD |
| 42 | DOL | WISDOMTREE TR | — | 300 | $21K | — | SOLD |
| 43 | EAD | ALLSPRING INCOME OPPORTUNIT | Financial Services | 3,000 | $20K | — | SOLD |
| 44 | LGI | LAZARD GLOBAL TOTAL RETURN & | Financial Services | 1,100 | $18K | — | SOLD |
| 45 | FET | FORUM ENERGY TECHNOLOGIES IN | Energy | 300 | $17K | — | SOLD |
| 46 | HERO | GLOBAL X FDS | — | 650 | $17K | — | SOLD |
| 47 | CDZI | CADIZ INC | Utilities | 3,000 | $15K | — | SOLD |
| 48 | BCD | ABRDN ETFS | — | 412 | $15K | — | SOLD |
| 49 | — | ENERGY TRANSFER L P | — | 1,245 | $14K | — | SOLD |
| 50 | LEMB | ISHARES INC | — | 350 | $14K | — | SOLD |
| 51 | ETHA | ISHARES ETHEREUM TR | Financial Services | 800 | $13K | — | SOLD |
| 52 | REZ | ISHARES TR | — | 150 | $13K | — | SOLD |
| 53 | VRSN | VERISIGN INC | Technology | 50 | $13K | — | SOLD |
| 54 | PIO | INVESCO EXCH TRADED FD TR II | — | 282 | $12K | — | SOLD |
| 55 | BLTE | BELITE BIO INC | Healthcare | 70 | $12K | — | SOLD |
| 56 | SLX | VANECK ETF TRUST | — | 120 | $11K | — | SOLD |
| 57 | OFRM | ONCE UPON A FARM PBC | Consumer Defensive | 704 | $11K | — | SOLD |
| 58 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 88 | $10K | — | SOLD |
| 59 | GNE | GENIE ENERGY LTD | Utilities | 700 | $10K | — | SOLD |
| 60 | — | BITFARMS LTD | — | 5,000 | $10K | — | SOLD |
Sector Allocation
Financial Services
38.2%
Technology
18.0%
Energy
11.0%
Industrials
6.8%
Basic Materials
5.9%
Consumer Cyclical
5.6%
Healthcare
4.3%
Communication Services
4.1%
Utilities
3.5%
Consumer Defensive
2.3%