Portfolio (Quarterly)
Guide ↗
GK Wealth Management LLC
· CIK 0002069222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | SPHY | SPDR SERIES TRUST | — | 13,890 | $329K | 0.22% | SOLD |
| 102 | LOW | LOWES COS INC | Consumer Cyclical | 1,346 | $324K | 0.21% | SOLD |
| 103 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 1,841 | $323K | 0.21% | SOLD |
| 104 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 372 | $321K | 0.21% | SOLD |
| 105 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 7,040 | $321K | 0.21% | SOLD |
| 106 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,997 | $320K | 0.21% | SOLD |
| 107 | APP | APPLOVIN CORP | Technology | 475 | $320K | 0.21% | SOLD |
| 108 | VO | VANGUARD INDEX FDS | — | 1,093 | $317K | 0.21% | SOLD |
| 109 | ADSK | AUTODESK INC | Technology | 1,071 | $317K | 0.21% | SOLD |
| 110 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 6,172 | $313K | 0.21% | SOLD |
| 111 | KGC | KINROSS GOLD CORP | Basic Materials | 11,120 | $313K | 0.21% | SOLD |
| 112 | SSRM | SSR MINING IN | Basic Materials | 13,464 | $295K | 0.20% | SOLD |
| 113 | HYG | ISHARES TR | — | 3,626 | $292K | 0.19% | SOLD |
| 114 | PCG | PG&E CORP | Utilities | 17,662 | $284K | 0.19% | SOLD |
| 115 | XLI | SELECT SECTOR SPDR TR | — | 1,828 | $284K | 0.19% | SOLD |
| 116 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 5,234 | $282K | 0.19% | SOLD |
| 117 | SIL | GLOBAL X FDS | — | 3,347 | $280K | 0.18% | SOLD |
| 118 | SPTL | SPDR SERIES TRUST | — | 10,398 | $275K | 0.18% | SOLD |
| 119 | NEM | NEWMONT CORP | Basic Materials | 2,754 | $275K | 0.18% | SOLD |
| 120 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 10,867 | $274K | 0.18% | 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%