Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | VANGUARD NY | — | 4,949.0 | $507K | 0.27% | NEW | — | $102.45 | — |
| 42 | AMZN | AMAZON COM | Consumer Cyclical | 2,399.0 | $500K | 0.27% | NEW | — | $208.27 | +18.8% |
| 43 | OMFL | INVESCO RUSSELL | — | 7,174.0 | $431K | 0.23% | NEW | — | $60.12 | +14.6% |
| 44 | XOM | EXXON MOBIL | Energy | 2,509.0 | $426K | 0.23% | NEW | — | $169.69 | -14.5% |
| 45 | JSMD | JANUS DETROIT | — | 5,327.0 | $423K | 0.23% | NEW | — | $79.34 | +22.1% |
| 46 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,601.0 | $391K | 0.21% | NEW | — | $244.39 | +3.9% |
| 47 | ED | CONSOLIDATED EDISON | Utilities | 3,361.0 | $380K | 0.20% | NEW | — | $113.17 | -1.1% |
| 48 | V | VISA INC | Financial Services | 1,243.0 | $376K | 0.20% | NEW | — | $302.34 | +17.8% |
| 49 | IAU | ISHARES GOLD | Financial Services | 3,783.0 | $334K | 0.18% | NEW | — | $88.16 | -13.5% |
| 50 | TSLA | TESLA INC | Consumer Cyclical | 895.0 | $333K | 0.18% | NEW | — | $371.75 | +6.6% |
| 51 | VBK | VANGUARD SMALL | — | 1,091.0 | $330K | 0.18% | NEW | — | $302.28 | +16.1% |
| 52 | T | AT&T INC | Communication Services | 11,154.0 | $323K | 0.17% | NEW | — | $28.99 | -26.6% |
| 53 | VCSH | VANGUARD SHORT | — | 3,809.0 | $302K | 0.16% | NEW | — | $79.27 | -0.8% |
| 54 | NGG | NATIONAL GRID | Utilities | 3,447.0 | $292K | 0.16% | NEW | — | $84.60 | -1.4% |
| 55 | PG | PROCTER & GAMBLE | Consumer Defensive | 1,952.0 | $282K | 0.15% | NEW | — | $144.42 | +1.1% |
| 56 | JPM | JPMORGAN CHASE | Financial Services | 885.0 | $260K | 0.14% | NEW | — | $294.23 | +16.5% |
| 57 | GOOG | ALPHABET INC | Communication Services | 899.0 | $258K | 0.14% | NEW | — | $286.72 | +24.6% |
| 58 | VBR | VANGUARD SMALL | — | 1,107.0 | $241K | 0.13% | NEW | — | $217.31 | +11.3% |
| 59 | NYF | ISHARES NEW YORK | — | 4,489.0 | $238K | 0.13% | NEW | — | $53.12 | +0.9% |
| 60 | IVV | ISHARES CORE | — | 359.0 | $234K | 0.13% | NEW | — | $652.69 | +15.7% |
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
Technology
25.0%
Financial Services
20.8%
Industrials
9.5%
Communication Services
8.7%
Utilities
8.6%
Consumer Cyclical
8.5%
Healthcare
7.7%
Consumer Defensive
5.7%
Energy
4.2%
Real Estate
0.7%