Portfolio (Quarterly)
Guide ↗
GK Wealth Management LLC
· CIK 0002069222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 10,256 | $397K | 0.26% | SOLD |
| 82 | SPSB | SPDR SERIES TRUST | — | 13,045 | $394K | 0.26% | SOLD |
| 83 | SPYG | SPDR SERIES TRUST | — | 3,636 | $388K | 0.26% | SOLD |
| 84 | — | ISHARES TR | — | 8,307 | $378K | 0.25% | SOLD |
| 85 | XLU | SELECT SECTOR SPDR TR | — | 8,664 | $370K | 0.24% | SOLD |
| 86 | TTMI | TTM TECHNOLOGIES INC | Technology | 5,359 | $370K | 0.24% | SOLD |
| 87 | TMFC | RBB FD INC | — | 5,120 | $367K | 0.24% | SOLD |
| 88 | BAC | BANK AMERICA CORP | Financial Services | 6,648 | $366K | 0.24% | SOLD |
| 89 | POWL | POWELL INDS INC | Industrials | 1,124 | $359K | 0.24% | SOLD |
| 90 | EWZ | ISHARES INC | — | 11,233 | $357K | 0.24% | SOLD |
| 91 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 4,633 | $355K | 0.24% | SOLD |
| 92 | SPMB | SPDR SERIES TRUST | — | 15,811 | $354K | 0.23% | SOLD |
| 93 | JSI | JANUS DETROIT STR TR | — | 6,788 | $353K | 0.23% | SOLD |
| 94 | TWLO | TWILIO INC | Communication Services | 2,456 | $349K | 0.23% | SOLD |
| 95 | SPMO | INVESCO EXCH TRADED FD TR II | — | 2,889 | $345K | 0.23% | SOLD |
| 96 | CDE | COEUR MNG INC | Basic Materials | 19,318 | $344K | 0.23% | SOLD |
| 97 | RTX | RTX CORPORATION | Industrials | 1,878 | $344K | 0.23% | SOLD |
| 98 | GRNY | TIDAL TRUST I | — | 13,750 | $340K | 0.23% | SOLD |
| 99 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 7,152 | $340K | 0.23% | SOLD |
| 100 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 732 | $332K | 0.22% | 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%