Portfolio (Quarterly)
Guide ↗
Ankerstar Wealth, LLC
· CIK 0002053917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | BP | BP PLC | Energy | 484.0 | $23K | 0.02% | -264.0 | -35.3% | $47.05 | -11.5% |
| 202 | ADI | ANALOG DEVICES INC | Technology | 70.0 | $22K | 0.02% | — | — | $318.14 | +31.0% |
| 203 | DUK | DUKE ENERGY CORP NEW | Utilities | 168.0 | $22K | 0.02% | -14.0 | -7.7% | $131.57 | -4.7% |
| 204 | — | THOMSON REUTERS CORP | — | 245.0 | $22K | 0.02% | NEW | — | $89.98 | — |
| 205 | ORCL | ORACLE CORP | Technology | 149.0 | $22K | 0.02% | -10.0 | -6.3% | $147.11 | +29.8% |
| 206 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 64.0 | $22K | 0.02% | +55.0 | +611.1% | $340.95 | -9.1% |
| 207 | QUAL | ISHARES TR | — | 111.0 | $21K | 0.02% | — | — | $191.81 | +12.2% |
| 208 | WPC | WP CAREY INC | Real Estate | 302.0 | $21K | 0.02% | — | — | $68.89 | +8.7% |
| 209 | VTWO | VANGUARD SCOTTSDALE FDS | — | 200.0 | $20K | 0.02% | — | — | $100.36 | +16.9% |
| 210 | SPFF | GLOBAL X FDS | — | 2,244.0 | $20K | 0.02% | +974.0 | +76.7% | $8.89 | +7.3% |
| 211 | XLY | SELECT SECTOR SPDR TR | — | 182.0 | $20K | 0.02% | — | — | $109.43 | +11.1% |
| 212 | PANW | PALO ALTO NETWORKS INC | Technology | 121.0 | $19K | 0.02% | -109.0 | -47.4% | $160.32 | +55.0% |
| 213 | IWP | ISHARES TR | — | 150.0 | $19K | 0.02% | — | — | $128.12 | +9.8% |
| 214 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 146.0 | $19K | 0.02% | -34.0 | -18.9% | $131.16 | -1.2% |
| 215 | CTRA | COTERRA ENERGY INC | Energy | 538.0 | $19K | 0.02% | — | — | $35.14 | -7.3% |
| 216 | BE | BLOOM ENERGY CORP | Industrials | 139.0 | $19K | 0.02% | NEW | — | $135.49 | +116.8% |
| 217 | AUGT | AIM ETF PRODUCTS TRUST | — | 527.0 | $18K | 0.02% | — | — | $34.85 | +8.3% |
| 218 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 400.0 | $18K | 0.02% | NEW | — | $45.05 | -5.0% |
| 219 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 52.0 | $18K | 0.02% | — | — | $345.15 | -10.5% |
| 220 | — | CALAMOS ETF TR | — | 908.0 | $18K | 0.02% | -83.0 | -8.4% | $19.73 | — |
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%