Latest LFA - Lugano Financial Advisors SA Stock Portfolio
$137Million
Equity Portfolio Value
Last Reported on: 03 May, 2024
About LFA - Lugano Financial Advisors SA and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LFA - Lugano Financial Advisors SA reported an equity portfolio of $127.3 Millions as of 31 Dec, 2023.
The top stock holdings of LFA - Lugano Financial Advisors SA are SPY, AGT, GLD. The fund has invested 16.4% of it's portfolio in SPDR S&P 500 ETF TR and 4.4% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD WORLD FDS (VAW), ISHARES TR (AGG) and SPDR DOW JONES INDL AVERAGE (DIA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), BERKSHIRE HATHAWAY INC DEL (BRKA) and SELECT SECTOR SPDR TR (XLB). LFA - Lugano Financial Advisors SA opened new stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (AAXJ) and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to CARRIER GLOBAL CORPORATION (CARR), VERIZON COMMUNICATIONS INC (VZ) and ISHARES TR (AGG).
The top stock holdings of LFA - Lugano Financial Advisors SA are SPY, AGT, GLD. The fund has invested 16.4% of it's portfolio in SPDR S&P 500 ETF TR and 4.4% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD WORLD FDS (VAW), ISHARES TR (AGG) and SPDR DOW JONES INDL AVERAGE (DIA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), BERKSHIRE HATHAWAY INC DEL (BRKA) and SELECT SECTOR SPDR TR (XLB). LFA - Lugano Financial Advisors SA opened new stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (AAXJ) and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to CARRIER GLOBAL CORPORATION (CARR), VERIZON COMMUNICATIONS INC (VZ) and ISHARES TR (AGG).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD WORLD FD | 707,859 |
| VANGUARD WORLD FD | 689,826 |
| ISHARES TR | 261,534 |
| SPDR DOW JONES INDL AVERAGE | 198,880 |
| GRAYSCALE BITCOIN TR BTC | 173,718 |
| SELECT SECTOR SPDR TR | 172,770 |
| ISHARES TR | 164,664 |
| FIRST TR EXCHANGE-TRADED FD | 151,107 |
New stocks bought by LFA - Lugano Financial Advisors SA
Additions
| Ticker | % Inc. |
|---|---|
| SELECT SECTOR SPDR TR | 1,282 |
| EXXON MOBIL CORP | 1,131 |
| AMERICAN ELEC PWR CO INC | 772 |
| HUMANA INC | 612 |
| ASTRAZENECA PLC | 550 |
| SELECT SECTOR SPDR TR | 490 |
| DEERE & CO | 486 |
| CATERPILLAR INC | 400 |
Additions to existing portfolio by LFA - Lugano Financial Advisors SA
Reductions
| Ticker | % Reduced |
|---|---|
| SCHLUMBERGER LTD | -78.95 |
| VANGUARD BD INDEX FDS | -73.05 |
| SELECT SECTOR SPDR TR | -67.00 |
| ISHARES TR | -33.59 |
| ISHARES TR | -28.79 |
| ISHARES INC | -25.85 |
| TOTALENERGIES SE | -17.00 |
| VANGUARD CHARLOTTE FDS | -14.27 |
LFA - Lugano Financial Advisors SA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SPDR SER TR | -293,556 |
| KELLANOVA | -98,961 |
| GEVO INC | -1,740 |
| AMEREN CORP | -105,038 |
| VANECK ETF TRUST | -27,403 |
| AMPLIFY ETF TR | -35,820 |
| KRANESHARES TR | -31,887 |
| INTEL CORP | -50,250 |
LFA - Lugano Financial Advisors SA got rid off the above stocks
Current Stock Holdings of LFA - Lugano Financial Advisors SA
Last Reported on: 03 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.49 | 3,895 | 667,915 | ADDED | 59.17 | |
| AAXJ | ISHARES TR | 3.02 | 80,413 | 4,149,310 | ADDED | 0.05 | |
| AAXJ | ISHARES TR | 2.48 | 31,255 | 3,412,110 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 1.25 | 14,861 | 1,721,050 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 1.13 | 17,300 | 1,551,290 | REDUCED | -1.94 | |
| AAXJ | ISHARES TR | 0.12 | 2,212 | 171,939 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.08 | 1,024 | 107,551 | REDUCED | -28.79 | |
| AAXJ | ISHARES TR | 0.07 | 3,175 | 102,330 | ADDED | 91.03 | |
| AAXJ | ISHARES TR | 0.02 | 499 | 26,642 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ABBV | ABBVIE INC | 0.16 | 1,200 | 218,520 | UNCHANGED | 0.00 | |
| ABT | ABBOTT LABS | 0.16 | 1,928 | 219,136 | ADDED | 26.18 | |
| ACTX | GLOBAL X FDS | 0.46 | 63,880 | 629,218 | UNCHANGED | 0.00 | |
| ACTX | GLOBAL X FDS | 0.01 | 435 | 12,541 | UNCHANGED | 0.00 | |
| ACWF | ISHARES TR | 0.33 | 10,697 | 449,809 | REDUCED | -2.88 | |
| ACWF | ISHARES TR | 0.01 | 387 | 10,043 | UNCHANGED | 0.00 | |
| ACWV | ISHARES INC | 0.59 | 17,044 | 811,294 | ADDED | 17.8 | |
| ACWV | ISHARES INC | 0.14 | 1,362 | 197,367 | ADDED | 232 | |
| ACWV | ISHARES INC | 0.12 | 3,601 | 158,984 | UNCHANGED | 0.00 | |
| ACWV | ISHARES INC | 0.05 | 2,223 | 70,580 | REDUCED | -25.85 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.01 | 67.00 | 16,733 | UNCHANGED | 0.00 | |
| ADSK | AUTODESK INC | 0.08 | 425 | 110,679 | UNCHANGED | 0.00 | |
| AEE | AMEREN CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.07 | 1,125 | 96,863 | ADDED | 772 | |
| AFK | VANECK ETF TRUST | 0.04 | 1,742 | 55,082 | UNCHANGED | 0.00 | |
| AFK | VANECK ETF TRUST | 0.04 | 310 | 51,562 | NEW | ||
| AFK | VANECK ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 1.78 | 29,874 | 2,443,100 | REDUCED | -0.57 | |
| AGG | ISHARES TR | 1.31 | 22,482 | 1,795,410 | REDUCED | -3.22 | |
| AGG | ISHARES TR | 0.93 | 13,529 | 1,280,660 | REDUCED | -6.42 | |
| AGG | ISHARES TR | 0.33 | 11,073 | 454,879 | ADDED | 2.28 | |
| AGG | ISHARES TR | 0.19 | 1,400 | 261,534 | NEW | ||
| AGG | ISHARES TR | 0.12 | 1,200 | 164,664 | NEW | ||
| AGG | ISHARES TR | 0.10 | 257 | 135,113 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.09 | 1,809 | 122,343 | ADDED | 200 | |
| AGG | ISHARES TR | 0.05 | 900 | 67,329 | UNCHANGED | 0.00 | |
| AGGP | INDEXIQ ETF TR | 2.54 | 112,790 | 3,484,080 | ADDED | 4.52 | |
| AGT | ISHARES TR | 3.94 | 220,922 | 5,408,170 | REDUCED | -3.15 | |
| AGT | ISHARES TR | 0.37 | 14,874 | 508,840 | REDUCED | -3.56 | |
| AGT | ISHARES TR | 0.07 | 1,250 | 98,388 | UNCHANGED | 0.00 | |
| AGZD | WISDOMTREE TR | 0.03 | 380 | 41,230 | UNCHANGED | 0.00 | |
| AJG | GALLAGHER ARTHUR J & CO | 0.07 | 395 | 98,766 | NEW | ||
| AMLX | AMPLIFY ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMPS | ISHARES TR | 2.87 | 83,126 | 3,946,820 | ADDED | 0.17 | |
| AMPS | ISHARES TR | 0.01 | 251 | 12,949 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 1.34 | 10,183 | 1,836,810 | REDUCED | -1.92 | |
| AVGO | BROADCOM INC | 0.03 | 26.00 | 34,461 | ADDED | 52.94 | |
| AZN | ASTRAZENECA PLC | 0.09 | 1,900 | 128,725 | ADDED | 550 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.17 | 10,077 | 239,530 | REDUCED | -13.26 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.09 | 6,065 | 128,275 | UNCHANGED | 0.00 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.02 | 408 | 29,523 | UNCHANGED | 0.00 | |
| BAC | BANK AMERICA CORP | 0.04 | 1,328 | 50,358 | ADDED | 348 | |
| BDX | BECTON DICKINSON & CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BGRN | ISHARES TR | 1.86 | 102,431 | 2,551,040 | ADDED | 68.87 | |
| BGRN | ISHARES TR | 0.20 | 5,959 | 279,418 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 2.16 | 117,827 | 2,971,600 | ADDED | 2.18 | |
| BIL | SPDR SER TR | 0.74 | 13,981 | 1,021,170 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.12 | 6,455 | 170,154 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.11 | 7,185 | 147,293 | ADDED | 117 | |
| BIL | SPDR SER TR | 0.09 | 2,998 | 122,049 | REDUCED | -9.62 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 2.65 | 50,261 | 3,635,380 | REDUCED | -3.44 | |
| BIV | VANGUARD BD INDEX FDS | 0.82 | 14,901 | 1,123,540 | REDUCED | -73.05 | |
| BIV | VANGUARD BD INDEX FDS | 0.23 | 4,433 | 321,969 | UNCHANGED | 0.00 | |
| BKNG | BOOKING HOLDINGS INC | 0.05 | 18.00 | 65,302 | NEW | ||
| BLK | BLACKROCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDD | KRANESHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 3.02 | 53,564 | 4,141,030 | REDUCED | -0.83 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 2.56 | 60,046 | 3,515,690 | ADDED | 2.53 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.78 | 13,377 | 1,076,980 | REDUCED | -3.04 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.48 | 8,485 | 663,782 | ADDED | 3.29 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.06 | 1,000 | 85,060 | UNCHANGED | 0.00 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.63 | 17,683 | 869,827 | REDUCED | -14.27 | |
| BOND | PIMCO ETF TR | 0.71 | 9,900 | 976,251 | UNCHANGED | 0.00 | |
| BX | BLACKSTONE INC | 0.19 | 2,000 | 262,740 | UNCHANGED | 0.00 | |
| C | CITIGROUP INC | 0.06 | 1,400 | 88,536 | NEW | ||
| CARR | CARRIER GLOBAL CORPORATION | 0.04 | 890 | 51,736 | UNCHANGED | 0.00 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 3.20 | 77,953 | 4,395,770 | REDUCED | -0.77 | |
| CAT | CATERPILLAR INC | 0.33 | 1,250 | 458,038 | ADDED | 400 | |
| CMCSA | COMCAST CORP NEW | 0.04 | 1,400 | 60,690 | UNCHANGED | 0.00 | |
| CME | CME GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRM | SALESFORCE INC | 0.01 | 62.00 | 18,673 | UNCHANGED | 0.00 | |
| CSCO | CISCO SYS INC | 0.02 | 500 | 24,955 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.79 | 16,485 | 1,087,350 | REDUCED | -11.72 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.08 | 5,000 | 115,250 | UNCHANGED | 0.00 | |
| CVS | CVS HEALTH CORP | 0.02 | 316 | 25,204 | ADDED | 300 | |
| CVX | CHEVRON CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CWI | SPDR INDEX SHS FDS | 2.35 | 61,377 | 3,225,360 | REDUCED | -0.57 | |
| CWI | SPDR INDEX SHS FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DD | DUPONT DE NEMOURS INC | 0.04 | 800 | 61,336 | NEW | ||
| DE | DEERE & CO | 0.13 | 434 | 178,261 | ADDED | 486 | |
| DEO | DIAGEO PLC | 0.08 | 700 | 104,118 | UNCHANGED | 0.00 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.14 | 500 | 198,880 | NEW | ||
| DIS | DISNEY WALT CO | 0.03 | 300 | 36,708 | UNCHANGED | 0.00 | |
| DMXF | ISHARES TR | 2.23 | 134,544 | 3,070,290 | ADDED | 95.27 | |
| DOW | DOW INC | 0.04 | 1,000 | 57,930 | NEW | ||
| DTE | DTE ENERGY CO | 0.09 | 1,082 | 121,335 | UNCHANGED | 0.00 | |
| EA | ELECTRONIC ARTS INC | 0.07 | 780 | 103,483 | NEW | ||
| ECL | ECOLAB INC | 0.01 | 87.00 | 20,088 | UNCHANGED | 0.00 | |
| ECLN | FIRST TR EXCHANGE-TRADED FD | 0.11 | 3,270 | 151,107 | NEW | ||
| ED | CONSOLIDATED EDISON INC | 0.09 | 1,316 | 119,506 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.67 | 28,392 | 915,074 | REDUCED | -5.66 | |
| EMGF | ISHARES INC | 0.15 | 3,547 | 204,201 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.04 | 957 | 49,381 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.01 | 460 | 19,182 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FCAL | FIRST TR EXCH TRADED FD III | 2.23 | 49,622 | 3,059,690 | ADDED | 4.31 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.32 | 24,000 | 437,280 | UNCHANGED | 0.00 | |
| GEVO | GEVO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GILD | GILEAD SCIENCES INC | 0.01 | 150 | 10,988 | UNCHANGED | 0.00 | |
| GIS | GENERAL MLS INC | 0.17 | 3,295 | 230,551 | ADDED | 91.01 | |
| GLD | SPDR GOLD TR | 3.88 | 25,917 | 5,331,640 | ADDED | 5.55 | |
| GLW | CORNING INC | 0.01 | 345 | 11,371 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.33 | 2,980 | 453,735 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.07 | 617 | 93,124 | ADDED | 18.2 | |
| HD | HOME DEPOT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HON | HONEYWELL INTL INC | 0.12 | 832 | 170,768 | UNCHANGED | 0.00 | |
| HUM | HUMANA INC | 0.01 | 57.00 | 19,763 | ADDED | 612 | |
| IBCE | ISHARES TR | 0.09 | 1,582 | 117,416 | REDUCED | -33.59 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JAMF | WISDOMTREE TR | 0.04 | 1,022 | 49,363 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.22 | 1,490 | 298,447 | UNCHANGED | 0.00 | |
| K | KELLANOVA | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KKR | KKR & CO INC | 0.21 | 2,850 | 286,653 | ADDED | 96.55 | |
| KO | COCA COLA CO | 0.07 | 1,600 | 97,888 | UNCHANGED | 0.00 | |
| LEN | LENNAR CORP | 0.05 | 394 | 67,760 | NEW | ||
| LLY | ELI LILLY & CO | 0.08 | 139 | 108,136 | UNCHANGED | 0.00 | |
| MA | MASTERCARD INCORPORATED | 0.02 | 64.00 | 30,820 | UNCHANGED | 0.00 | |
| MAR | MARRIOTT INTL INC NEW | 0.03 | 182 | 45,920 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.10 | 500 | 140,975 | REDUCED | -12.28 | |
| MDLZ | MONDELEZ INTL INC | 0.12 | 2,300 | 161,000 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.10 | 285 | 138,390 | ADDED | 216 | |
| MRK | MERCK & CO INC | 0.01 | 90.00 | 11,876 | UNCHANGED | 0.00 | |
| MS | MORGAN STANLEY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 1.67 | 5,457 | 2,295,870 | REDUCED | -1.85 | |
| NDVG | NUSHARES ETF TR | 1.68 | 51,921 | 2,309,450 | UNCHANGED | 0.00 | |
| NUE | NUCOR CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVDA | NVIDIA CORPORATION | 0.04 | 56.00 | 50,599 | UNCHANGED | 0.00 | |
| NVR | NVR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 3.36 | 332,278 | 4,608,700 | REDUCED | -0.64 | |
| PEP | PEPSICO INC | 0.06 | 460 | 80,505 | ADDED | 192 | |
| PFE | PFIZER INC | 0.04 | 2,000 | 55,500 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QCOM | QUALCOMM INC | 0.10 | 815 | 137,980 | ADDED | 25.38 | |
| QQQ | INVESCO QQQ TR | 1.59 | 4,930 | 2,188,970 | ADDED | 91.38 | |
| QS | QUANTUMSCAPE CORP | 0.01 | 2,000 | 12,580 | UNCHANGED | 0.00 | |
| SLB | SCHLUMBERGER LTD | 0.00 | 80.00 | 4,385 | REDUCED | -78.95 | |
| SPGI | S&P GLOBAL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.36 | 11,497 | 495,636 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 17.09 | 44,890 | 23,480,600 | ADDED | 2.51 | |
| SQ | BLOCK INC | 0.01 | 115 | 9,727 | UNCHANGED | 0.00 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSCO | TRACTOR SUPPLY CO | 0.10 | 553 | 144,731 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.09 | 693 | 121,822 | ADDED | 56.43 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.11 | 11,194 | 1,522,940 | REDUCED | -1.86 | |
| TTE | TOTALENERGIES SE | 0.01 | 249 | 17,139 | REDUCED | -17.00 | |
| TXN | TEXAS INSTRS INC | 0.03 | 250 | 43,553 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| URI | UNITED RENTALS INC | 0.14 | 271 | 195,421 | UNCHANGED | 0.00 | |
| V | VISA INC | 0.14 | 691 | 192,844 | UNCHANGED | 0.00 | |
| VAW | VANGUARD WORLD FD | 0.52 | 1,350 | 707,859 | NEW | ||
| VAW | VANGUARD WORLD FD | 0.50 | 2,550 | 689,826 | NEW | ||
| VEU | VANGUARD INTL EQUITY INDEX F | 1.97 | 64,850 | 2,708,780 | REDUCED | -0.41 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.07 | 900 | 99,450 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.02 | 64,961 | 4,147,760 | REDUCED | -0.3 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.14 | 1,555 | 188,139 | ADDED | 16.92 | |
| VOO | VANGUARD INDEX FDS | 0.15 | 800 | 199,888 | ADDED | 100 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.05 | 1,760 | 73,850 | ADDED | 168 | |
| WFC | WELLS FARGO CO NEW | 0.00 | 81.00 | 4,695 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.32 | 3,500 | 440,860 | REDUCED | -3.58 | |
| XLB | SELECT SECTOR SPDR TR | 0.22 | 7,300 | 307,476 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.22 | 4,000 | 305,440 | ADDED | 490 | |
| XLB | SELECT SECTOR SPDR TR | 0.17 | 1,300 | 239,057 | ADDED | 1,282 | |
| XLB | SELECT SECTOR SPDR TR | 0.13 | 1,830 | 172,770 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.12 | 813 | 169,324 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.05 | 801 | 65,410 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.03 | 228 | 33,682 | REDUCED | -67.00 | |
| XOM | EXXON MOBIL CORP | 0.07 | 813 | 94,503 | ADDED | 1,131 | |
| YUM | YUM BRANDS INC | 0.12 | 1,200 | 166,380 | UNCHANGED | 0.00 | |
| YUMC | YUM CHINA HLDGS INC | 0.07 | 2,500 | 99,475 | UNCHANGED | 0.00 | |
| ZTS | ZOETIS INC | 0.12 | 1,000 | 169,210 | UNCHANGED | 0.00 | |
| GRAYSCALE BITCOIN TR BTC | 0.13 | 2,750 | 173,718 | NEW | |||
| BERKSHIRE HATHAWAY INC DEL | 0.00 | 10.00 | 4,205 | UNCHANGED | 0.00 | ||
| WK KELLOGG CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |