Portfolio (Quarterly)
Guide ↗
GK Wealth Management LLC
· CIK 0002069222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | SPYV | SPDR SERIES TRUST | — | 4,783 | $272K | 0.18% | SOLD |
| 122 | INCY | INCYTE CORP | Healthcare | 2,687 | $265K | 0.18% | SOLD |
| 123 | EPAM | EPAM SYS INC | Technology | 1,295 | $265K | 0.18% | SOLD |
| 124 | LLY | ELI LILLY & CO | Healthcare | 246 | $264K | 0.17% | SOLD |
| 125 | SPDW | SPDR INDEX SHS FDS | — | 5,869 | $261K | 0.17% | SOLD |
| 126 | NVO CALL | NOVO-NORDISK A S | Healthcare | 6,534 | $259K | 0.17% | SOLD |
| 127 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 4,324 | $259K | 0.17% | SOLD |
| 128 | CVS | CVS HEALTH CORP | Healthcare | 3,181 | $252K | 0.17% | SOLD |
| 129 | PAAA | PGIM ETF TR | — | 4,897 | $251K | 0.17% | SOLD |
| 130 | CNC | CENTENE CORP DEL | Healthcare | 6,053 | $249K | 0.17% | SOLD |
| 131 | AES | AES CORP | Utilities | 17,297 | $248K | 0.16% | SOLD |
| 132 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 320 | $247K | 0.16% | SOLD |
| 133 | — | GALAXY DIGITAL INC. | — | 11,018 | $246K | 0.16% | SOLD |
| 134 | DELL | DELL TECHNOLOGIES INC | Technology | 1,954 | $246K | 0.16% | SOLD |
| 135 | SOXX | ISHARES TR | — | 817 | $246K | 0.16% | SOLD |
| 136 | XBB | BONDBLOXX ETF TRUST | — | 5,902 | $243K | 0.16% | SOLD |
| 137 | MS | MORGAN STANLEY | Financial Services | 1,350 | $240K | 0.16% | SOLD |
| 138 | DXPE | DXP ENTERPRISES INC | Industrials | 2,158 | $237K | 0.16% | SOLD |
| 139 | C | CITIGROUP INC | Financial Services | 2,023 | $236K | 0.16% | SOLD |
| 140 | AIG | AMERICAN INTL GROUP INC | Financial Services | 2,732 | $234K | 0.15% | 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%