Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UNP | UNION PAC CORP | Industrials | 314.0 | $76K | 0.08% | +154.0 | +96.2% | $243.08 | +14.9% |
| 62 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 3,394.0 | $76K | 0.08% | +2K | +221.4% | $22.27 | -8.0% |
| 63 | TFII | TRANSFORCE INC | Industrials | 633.0 | $69K | 0.07% | +405.0 | +177.6% | $109.10 | +38.9% |
| 64 | V | VISA INC | Financial Services | 224.0 | $68K | 0.07% | +89.0 | +65.9% | $303.33 | +8.0% |
| 65 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 224.0 | $65K | 0.07% | +102.0 | +83.6% | $290.70 | -1.7% |
| 66 | GD | GENERAL DYNAMICS CORP | Industrials | 186.0 | $64K | 0.07% | +75.0 | +67.6% | $343.87 | -0.3% |
| 67 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 1,102.0 | $62K | 0.07% | +659.0 | +148.8% | $56.32 | +14.5% |
| 68 | UVV | UNIVERSAL CORP VA MTNS BK EN | Consumer Defensive | 1,008.0 | $53K | 0.06% | +303.0 | +43.0% | $52.75 | +4.7% |
| 69 | MRVL | MARVELL TECHNOLOGY INC | Technology | 517.0 | $51K | 0.05% | +117.0 | +29.2% | $99.05 | +100.6% |
| 70 | SYY | SYSCO CORP | Consumer Defensive | 716.0 | $51K | 0.05% | +600.0 | +517.2% | $71.33 | +5.5% |
| 71 | SO | SOUTHERN CO | Utilities | 513.0 | $50K | 0.05% | +224.0 | +77.5% | $96.63 | -3.0% |
| 72 | PFF | ISHARES TR | — | 1,427.0 | $43K | 0.05% | +1K | +262.2% | $30.32 | +3.5% |
| 73 | PFFR | ETFIS SER TR I | — | 2,370.0 | $41K | 0.04% | +2K | +260.2% | $17.26 | +1.9% |
| 74 | PFXF | VANECK ETF TRUST | — | 2,237.0 | $39K | 0.04% | +2K | +234.4% | $17.54 | +6.0% |
| 75 | WFC | WELLS FARGO & CO | Financial Services | 487.0 | $39K | 0.04% | +287.0 | +143.5% | $79.67 | -4.5% |
| 76 | GE | GE AEROSPACE | Industrials | 134.0 | $38K | 0.04% | +34.0 | +34.0% | $284.37 | +11.5% |
| 77 | DRNZ | REX ETF TR | — | 1,379.0 | $33K | 0.04% | +1K | +390.8% | $23.93 | +7.0% |
| 78 | SNA | SNAP ON INC | Industrials | 67.0 | $24K | 0.03% | +64.0 | +2133.3% | $365.27 | +1.9% |
| 79 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 64.0 | $22K | 0.02% | +55.0 | +611.1% | $340.95 | -9.1% |
| 80 | SPFF | GLOBAL X FDS | — | 2,244.0 | $20K | 0.02% | +974.0 | +76.7% | $8.89 | +7.3% |
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
Financial Services
25.0%
Technology
24.1%
Communication Services
17.7%
Consumer Cyclical
16.4%
Consumer Defensive
5.2%
Industrials
4.0%
Healthcare
2.5%
Energy
1.7%
Utilities
1.6%
Real Estate
1.3%