Portfolio (Quarterly)
Guide ↗
Graney & King, LLC
· CIK 0002051568| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | MFC | MANULIFE FINANCIAL | Financial Services | 1,511.0 | $61K | 0.02% | -112.0 | -6.9% | $40.51 | +7.4% |
| 142 | VSGX | VANGUARD ESG | — | 726.0 | $60K | 0.02% | +100.0 | +16.0% | $82.35 | +0.6% |
| 143 | IJR | ISHARES CORE | — | 395.0 | $59K | 0.02% | +293.0 | +287.2% | $148.44 | -4.2% |
| 144 | VEU | VANGUARD ALL WORLD | — | 698.0 | $58K | 0.02% | +20.0 | +3.0% | $83.75 | +1.7% |
| 145 | NEE | NEXTERA ENERGY | Utilities | 663.0 | $58K | 0.02% | +4.0 | +0.6% | $87.80 | -6.3% |
| 146 | XCEM | COLUMBIA EM | — | 1,090.0 | $58K | 0.02% | — | — | $52.89 | -1.4% |
| 147 | FVD | FIRST TRUST | — | 1,194.0 | $58K | 0.02% | +7.0 | +0.6% | $48.18 | +1.9% |
| 148 | JPLD | JPMORGAN LTD | — | 1,099.0 | $57K | 0.02% | — | — | $52.19 | -1.1% |
| 149 | FNDX | SCHWAB FUNDAMENTAL | — | 1,823.0 | $57K | 0.02% | — | — | $31.11 | +4.4% |
| 150 | GEHC | GE HEALTHCARE | Healthcare | 861.0 | $55K | 0.02% | — | — | $63.98 | -0.1% |
| 151 | HD | HOME DEPOT | Consumer Cyclical | 156.0 | $55K | 0.02% | — | — | $352.01 | -12.3% |
| 152 | KMI | KINDER MORGAN | Energy | 1,713.0 | $55K | 0.02% | — | — | $31.97 | -3.5% |
| 153 | COP | CONOCOPHILLIPS | Energy | 523.0 | $54K | 0.02% | +4.0 | +0.8% | $103.91 | +32.2% |
| 154 | AMGN | AMGEN INC | Healthcare | 150.0 | $54K | 0.02% | — | — | $362.12 | +4.2% |
| 155 | NVMI | NOVA LTD | Technology | 100.0 | $54K | 0.02% | — | — | $542.94 | -31.5% |
| 156 | CFG | CITIZENS FINANCIAL | Financial Services | 771.0 | $54K | 0.02% | NEW | — | $70.05 | +0.6% |
| 157 | SLV | ISHARES SILVER | Financial Services | 1,005.0 | $54K | 0.02% | — | — | $53.47 | +8.7% |
| 158 | DAL | DELTA AIRLINES | Industrials | 566.0 | $53K | 0.02% | — | — | $93.66 | -14.7% |
| 159 | XSHD | INVESCO S&P | — | 3,743.0 | $53K | 0.02% | -260.0 | -6.5% | $14.12 | -2.4% |
| 160 | — | VANGUARD MUN | — | 512.0 | $52K | 0.02% | +4.0 | +0.8% | $100.96 | — |
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
29.1%
Financial Services
21.8%
Industrials
10.2%
Consumer Cyclical
8.6%
Utilities
8.6%
Healthcare
6.9%
Communication Services
6.0%
Consumer Defensive
5.0%
Energy
3.0%
Basic Materials
0.5%