Portfolio (Quarterly)
Guide ↗
Infinity Wealth Counsel, LLC
· CIK 0002066524| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,877.0 | $220K | 0.20% | NEW | — | $117.21 | +6.4% |
| 62 | QYLD | GLOBAL X FDS | — | 10,000.0 | $177K | 0.16% | NEW | — | $17.67 | +1.0% |
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
41.2%
Technology
22.9%
Consumer Defensive
13.5%
Energy
9.6%
Communication Services
4.8%
Basic Materials
2.8%
Consumer Cyclical
2.7%
Utilities
2.5%