Portfolio (Quarterly)
Guide ↗
Discipline Wealth Solutions, LLC
· CIK 0002010507| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UPRO | PROSHARES TR | — | 6,174 | $715K | 0.13% | SOLD |
| 2 | TNA | DIREXION SHS ETF TR | — | 15,592 | $710K | 0.13% | SOLD |
| 3 | UDOW | PROSHARES TR | — | 9,977 | $578K | 0.11% | SOLD |
| 4 | CLOI | VANECK ETF TRUST | — | 5,960 | $315K | 0.06% | SOLD |
| 5 | EOS | EATON VANCE ENHANCED EQUITY | Financial Services | 13,391 | $313K | 0.06% | SOLD |
| 6 | XLK | SELECT SECTOR SPDR TR | — | 1,493 | $215K | 0.04% | SOLD |
| 7 | POST | POST HLDGS INC | Consumer Defensive | 2,022 | $200K | 0.04% | SOLD |
Sector Allocation
Financial Services
44.5%
Technology
23.6%
Consumer Cyclical
7.3%
Communication Services
5.6%
Healthcare
5.2%
Industrials
4.6%
Energy
2.9%
Real Estate
2.8%
Utilities
1.7%
Consumer Defensive
1.4%