Portfolio (Quarterly)
Guide ↗
GK Wealth Management LLC
· CIK 0002069222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CRM | SALESFORCE INC | Technology | 1,942 | $515K | 0.34% | SOLD |
| 62 | TLT | ISHARES TR | — | 5,882 | $513K | 0.34% | SOLD |
| 63 | AVGO | BROADCOM INC | Technology | 1,472 | $510K | 0.34% | SOLD |
| 64 | DIS | DISNEY WALT CO | Communication Services | 4,413 | $502K | 0.33% | SOLD |
| 65 | WFC | WELLS FARGO CO NEW | Financial Services | 5,339 | $498K | 0.33% | SOLD |
| 66 | UBER | UBER TECHNOLOGIES INC | Technology | 6,089 | $498K | 0.33% | SOLD |
| 67 | JBBB | JANUS DETROIT STR TR | — | 10,430 | $498K | 0.33% | SOLD |
| 68 | COWG | PACER FDS TR | — | 14,008 | $493K | 0.33% | SOLD |
| 69 | OKTA | OKTA INC | Technology | 5,447 | $471K | 0.31% | SOLD |
| 70 | SCHX | SCHWAB STRATEGIC TR | — | 16,801 | $452K | 0.30% | SOLD |
| 71 | SHOP | SHOPIFY INC | Technology | 2,793 | $450K | 0.30% | SOLD |
| 72 | GLD | SPDR GOLD TR | Financial Services | 1,125 | $446K | 0.30% | SOLD |
| 73 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 14,984 | $435K | 0.29% | SOLD |
| 74 | ARDX | ARDELYX INC | Healthcare | 74,568 | $435K | 0.29% | SOLD |
| 75 | — | NEW GOLD INC CDA | — | 49,510 | $431K | 0.29% | SOLD |
| 76 | GFI | GOLD FIELDS LTD | Basic Materials | 9,858 | $430K | 0.28% | SOLD |
| 77 | CCL | CARNIVAL CORP | Consumer Cyclical | 13,959 | $426K | 0.28% | SOLD |
| 78 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 10,466 | $426K | 0.28% | SOLD |
| 79 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 1,367 | $419K | 0.28% | SOLD |
| 80 | GOVT | ISHARES TR | — | 18,178 | $419K | 0.28% | SOLD |
Sector Allocation
Technology
44.5%
Energy
16.3%
Financial Services
11.7%
Consumer Cyclical
11.6%
Communication Services
10.0%
Healthcare
2.8%
Industrials
1.7%
Utilities
1.2%
Real Estate
0.4%