Portfolio (Quarterly)
Guide ↗
Hilltop National Bank
· CIK 0002021658| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 16 | $32K | 0.01% | SOLD |
| 22 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 735 | $24K | 0.01% | SOLD |
| 23 | MGEE | MGE ENERGY INC | Utilities | 300 | $24K | 0.01% | SOLD |
| 24 | CPNG | COUPANG INC | Consumer Cyclical | 944 | $22K | 0.01% | SOLD |
| 25 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 38 | $22K | 0.01% | SOLD |
| 26 | IWS | ISHARES TR | — | 147 | $21K | 0.01% | SOLD |
| 27 | CAPL | CROSSAMERICA PARTNERS LP | Energy | 1,000 | $21K | 0.01% | SOLD |
| 28 | MLPX | GLOBAL X FDS | — | 250 | $15K | 0.00% | SOLD |
| 29 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 200 | $9K | 0.00% | SOLD |
| 30 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 98 | $9K | 0.00% | SOLD |
| 31 | — | ANNALY CAPITAL MANAGEMENT IN | — | 375 | $8K | 0.00% | SOLD |
| 32 | FNY | FIRST TR EXCHANGE-TRADED ALP | — | 91 | $8K | 0.00% | SOLD |
| 33 | RITM | RITHM CAPITAL CORP | Real Estate | 700 | $8K | 0.00% | SOLD |
| 34 | IGV | ISHARES TR | — | 60 | $6K | 0.00% | SOLD |
| 35 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 100 | $6K | 0.00% | SOLD |
| 36 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 125 | $6K | 0.00% | SOLD |
| 37 | PSK | SPDR SERIES TRUST | — | 175 | $6K | 0.00% | SOLD |
| 38 | EFT | EATON VANCE FLTING RATE INC | Financial Services | 400 | $5K | 0.00% | SOLD |
| 39 | — | CRITICAL METALS CORP | — | 600 | $4K | 0.00% | SOLD |
| 40 | — | TEGNA INC | — | 200 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
16.7%
Industrials
10.3%
Healthcare
9.7%
Energy
8.7%
Consumer Defensive
6.2%
Consumer Cyclical
5.7%
Communication Services
5.0%
Utilities
2.7%
Basic Materials
2.1%