Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | Technology | 5,000 | $184K | 0.18% | SOLD |
| 2 | VXF | VANGUARD INDEX FDS | — | 618 | $129K | 0.13% | SOLD |
| 3 | KODK | EASTMAN KODAK CO | Industrials | 15,000 | $127K | 0.13% | SOLD |
| 4 | DJD | INVESCO EXCHANGE TRADED FD T | — | 1,200 | $69K | 0.07% | SOLD |
| 5 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 141 | $68K | 0.07% | SOLD |
| 6 | UMAC | UNUSUAL MACHS INC | Financial Services | 5,000 | $64K | 0.06% | SOLD |
| 7 | VTWV | VANGUARD SCOTTSDALE FDS | — | 303 | $48K | 0.05% | SOLD |
| 8 | WINN | HARBOR ETF TRUST | — | 1,050 | $33K | 0.03% | SOLD |
| 9 | BROS | DUTCH BROS INC | Consumer Cyclical | 500 | $31K | 0.03% | SOLD |
| 10 | IEI | ISHARES TR | — | 252 | $30K | 0.03% | SOLD |
| 11 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 987 | $27K | 0.03% | SOLD |
| 12 | UVIX | VS TRUST | Financial Services | 4,190 | $24K | 0.02% | SOLD |
| 13 | SHV | ISHARES TR | — | 183 | $20K | 0.02% | SOLD |
| 14 | SCHA | SCHWAB STRATEGIC TR | — | 688 | $20K | 0.02% | SOLD |
| 15 | VONV | VANGUARD SCOTTSDALE FDS | — | 201 | $19K | 0.02% | SOLD |
| 16 | VGT | VANGUARD WORLD FD | — | 21 | $16K | 0.02% | SOLD |
| 17 | SPYM | SPDR SERIES TRUST | — | 180 | $14K | 0.01% | SOLD |
| 18 | PSX | PHILLIPS 66 | Energy | 111 | $14K | 0.01% | SOLD |
| 19 | — | TIDAL TRUST II | — | 3,377 | $13K | 0.01% | SOLD |
| 20 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 500 | $11K | 0.01% | SOLD |
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%