Portfolio (Quarterly)
Guide ↗
United Community Bank
· CIK 0002000314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF | — | 94 | $4K | 0.00% | SOLD |
| 82 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 35 | $3K | 0.00% | SOLD |
| 83 | SPTL | SPDR BLOOMBERG BARCLAYS L/T TREAS ETF | — | 125 | $3K | 0.00% | SOLD |
| 84 | ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | — | 26 | $2K | 0.00% | SOLD |
| 85 | PYLD | PIMCO ETF TR MULTISECTOR BD ETF | — | 65 | $2K | 0.00% | SOLD |
| 86 | HYS | PIMCO 0 5 YEAR H/Y CORP BOND ETF | — | 17 | $2K | 0.00% | SOLD |
| 87 | — | SMARTSTOP SELF STORAG REIT INC CL A | — | 1,525 | $2K | — | SOLD |
| 88 | NTR | NUTRIEN LTD COM | Basic Materials | 26 | $2K | — | SOLD |
| 89 | LW | LAMB WESTON HOLDINGS INC | Consumer Defensive | 26 | $2K | — | SOLD |
| 90 | CE | CELANESE CORP DEL COM | Basic Materials | 33 | $1K | — | SOLD |
| 91 | — | KELLANOVA COM | — | 15 | $1K | — | SOLD |
| 92 | PCG | PG&E CORP | Utilities | 74 | $1K | — | SOLD |
| 93 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 2 | $1K | — | SOLD |
| 94 | CF | CF INDUSTRIES HLDGS | Basic Materials | 11 | $987.0 | — | SOLD |
| 95 | TER | TERADYNE INC COM | Technology | 6 | $826.0 | — | SOLD |
| 96 | COWZ | PACER FDS TR US CASH COWS 100 ETF | — | 14 | $805.0 | — | SOLD |
| 97 | NDSN | NORDSON CORP COM | Industrials | 3 | $681.0 | — | SOLD |
| 98 | USIG | ISHARES TR USD INV GRDE ETF | — | 12 | $627.0 | — | SOLD |
| 99 | IT | GARTNER INC | Technology | 2 | $526.0 | — | SOLD |
| 100 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 6 | $462.0 | — | SOLD |
Sector Allocation
Financial Services
29.4%
Technology
20.5%
Healthcare
9.3%
Consumer Cyclical
7.7%
Communication Services
7.4%
Consumer Defensive
7.1%
Industrials
7.0%
Energy
5.7%
Utilities
3.4%
Basic Materials
1.2%