Portfolio (Quarterly)
Guide ↗
Hyposwiss Advisors SA
· CIK 0002111640| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IALT | BLACKROCK ETF TRUST | — | 54,840.0 | $1.5M | 1.46% | NEW | — | $28.05 | +4.5% |
| 22 | GOOGL | ALPHABET INC | Communication Services | 4,031.0 | $1.4M | 1.36% | NEW | — | $357.37 | -4.2% |
| 23 | AAPL | APPLE INC | Technology | 4,807.0 | $1.4M | 1.32% | NEW | — | $289.36 | +13.4% |
| 24 | QAI | NEW YORK LIFE INVESTMENTS ET | — | 37,605.0 | $1.4M | 1.30% | NEW | — | $36.60 | -0.4% |
| 25 | SLV | ISHARES SILVER TR | Financial Services | 22,130.0 | $1.2M | 1.12% | NEW | — | $53.47 | +13.2% |
| 26 | HEDJ | WISDOMTREE TR | — | 20,715.0 | $1.2M | 1.12% | NEW | — | $56.86 | +0.5% |
| 27 | MSFT | MICROSOFT CORP | Technology | 2,924.0 | $1.1M | 1.03% | NEW | — | $373.02 | +36.8% |
| 28 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 71,250.0 | $1.0M | 0.95% | NEW | — | $14.13 | +16.7% |
| 29 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,934.0 | $960K | 0.91% | NEW | — | $327.33 | +10.6% |
| 30 | MCHI | ISHARES TR | — | 18,110.0 | $924K | 0.88% | NEW | — | $51.02 | +6.6% |
| 31 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,760.0 | $881K | 0.83% | NEW | — | $500.39 | — |
| 32 | IJH | ISHARES TR | — | 11,080.0 | $854K | 0.81% | NEW | — | $77.11 | -1.8% |
| 33 | IDV | ISHARES TR | — | 19,935.0 | $826K | 0.78% | NEW | — | $41.43 | +9.2% |
| 34 | EWL | ISHARES INC | — | 10,470.0 | $658K | 0.62% | NEW | — | $62.85 | +1.0% |
| 35 | VHT | VANGUARD WORLD FD | — | 2,175.0 | $651K | 0.62% | NEW | — | $299.16 | +8.6% |
| 36 | DVY | ISHARES TR | — | 4,075.0 | $637K | 0.60% | NEW | — | $156.30 | +5.5% |
| 37 | VTEB | VANGUARD MUN BD FDS | — | 10,736.0 | $543K | 0.52% | NEW | — | $50.58 | -3.4% |
| 38 | IBDV | ISHARES TR | — | 24,000.0 | $523K | 0.50% | NEW | — | $21.80 | -1.5% |
| 39 | V | VISA INC | Financial Services | 1,513.0 | $519K | 0.49% | NEW | — | $343.09 | +10.4% |
| 40 | AMAT | APPLIED MATLS INC | Technology | 705.0 | $510K | 0.48% | NEW | — | $723.00 | -39.7% |
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
68.2%
Technology
13.8%
Consumer Cyclical
9.3%
Communication Services
6.5%
Utilities
0.7%
Healthcare
0.6%
Industrials
0.4%
Energy
0.4%
Basic Materials
0.1%