Wall Street Financial Group, Inc.

data from 31/03/2025

Capitalization

$ 96.497 M -5.73 %

Average holding period

3 ans

Performance

$ -249.841 K 1.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Wall Street Financial Group, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 VGT VANGUARD WORLD FD 16.46% 15.883 M $ 29285 2024/06/30 -1.925 M $ -12.77 %
2025/03/31 QQQM INVESCO EXCH TRADED FD TR II 10.45% 10.085 M $ 52251 2024/06/30 -929.123 K $ -8.28 %
2025/03/31 IVV ISHARES TR 8.95% 8.640 M $ 15376 2024/06/30 -463.936 K $ -4.55 %
2025/03/31 VFH VANGUARD WORLD FD 8.66% 8.359 M $ 69966 2024/06/30 98.735 K $ 1.19 %
2025/03/31 VHT VANGUARD WORLD FD 6.64% 6.404 M $ 24191 2024/06/30 302.341 K $ 4.35 %
2025/03/31 VCR VANGUARD WORLD FD 6.06% 5.850 M $ 17972 2024/06/30 -893.022 K $ -13.29 %
2025/03/31 XLC SELECT SECTOR SPDR TR 5.73% 5.525 M $ 57282 2024/06/30 -20.890 K $ -0.37 %
2025/03/31 SOXX ISHARES TR 5.14% 4.964 M $ 26380 2024/06/30 -763.375 K $ -12.68 %
2025/03/31 XLI SELECT SECTOR SPDR TR 4.92% 4.751 M $ 36251 2024/06/30 -25.492 K $ -0.52 %
2025/03/31 IYK ISHARES TR 3.36% 3.239 M $ 45262 2024/06/30 281.030 K $ 9.12 %
2025/03/31 XLK SELECT SECTOR SPDR TR 2.28% 2.200 M $ 10656 2024/06/30 -283.054 K $ -11.20 %
2025/03/31 EVTR MORGAN STANLEY ETF TRUST 2.27% 2.191 M $ 43280 2024/09/30 30.810 K $ 1.54 %
2025/03/31 VPU VANGUARD WORLD FD 2.23% 2.153 M $ 12607 2024/06/30 65.157 K $ 4.52 %
2025/03/31 NVDA NVIDIA CORPORATION 1.85% 1.782 M $ 16442 2024/06/30 -387.328 K $ -19.29 %
2025/03/31 LLY ELI LILLY & CO 1.50% 1.452 M $ 1758 2024/06/30 150.247 K $ 6.98 %
2025/03/31 VCLT VANGUARD SCOTTSDALE FDS 1.35% 1.300 M $ 17123 2024/06/30 21.623 K $ 1.51 %
2025/03/31 PLTR PALANTIR TECHNOLOGIES INC 1.21% 1.164 M $ 13796 2024/06/30 176.505 K $ 11.60 %
2025/03/31 AAPL APPLE INC 1.14% 1.097 M $ 4937 2024/09/30 -87.727 K $ -11.30 %
2025/03/31 MSFT MICROSOFT CORP 0.95% 917.190 K $ 2443 2024/06/30 -88.162 K $ -10.94 %
2025/03/31 XLB SELECT SECTOR SPDR TR 0.88% 852.406 K $ 9914 2024/12/31 17.428 K $ 2.19 %
2025/03/31 AGG ISHARES TR 0.81% 777.951 K $ 7864 2024/12/31 16.327 K $ 2.08 %
2025/03/31 BOND PIMCO ETF TR 0.77% 745.650 K $ 8064 2024/06/30 21.240 K $ 2.27 %
2025/03/31 AMZN AMAZON COM INC 0.59% 565.690 K $ 2973 2024/09/30 -60.095 K $ -13.28 %
2025/03/31 PGR PROGRESSIVE CORP 0.53% 511.943 K $ 1809 2024/06/30 86.713 K $ 18.11 %
2025/03/31 SPUS TIDAL ETF TR 0.51% 492.252 K $ 12641 2024/09/30 -50.102 K $ -9.29 %
2025/03/31 TSLA TESLA INC 0.50% 486.702 K $ 1878 2024/09/30 -295.870 K $ -35.83 %
2025/03/31 VDC VANGUARD WORLD FD 0.45% 433.018 K $ 1979 2024/06/30 17.573 K $ 3.52 %
2025/03/31 META META PLATFORMS INC 0.43% 415.556 K $ 721 2024/09/30 -5.334 K $ -1.56 %
2025/03/31 XLE SELECT SECTOR SPDR TR 0.35% 336.107 K $ 3597 2024/06/30 35.436 K $ 9.09 %
2025/03/31 COST COSTCO WHSL CORP NEW 0.33% 318.728 K $ 337 2024/09/30 8.616 K $ 3.22 %
2025/03/31 AVGO BROADCOM INC 0.32% 306.062 K $ 1828 2024/12/31 -88.112 K $ -27.78 %
2025/03/31 LOW LOWES COS INC 0.30% 293.637 K $ 1259 2024/09/30 -15.971 K $ -5.50 %
2025/03/31 QLD PROSHARES TR 0.29% 280.259 K $ 3153 2024/09/30 -49.329 K $ -17.88 %
2025/03/31 PFXF VANECK ETF TRUST 0.24% 234.624 K $ 13999 2024/09/30 -6.732 K $ -2.84 %
2025/03/31 GOOG ALPHABET INC 0.24% 230.127 K $ 1473 2024/12/31 -37.596 K $ -17.96 %
2025/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.23% 223.684 K $ 420 2025/03/31 0.000 $ 0.00 %
2025/03/31 GOOGL ALPHABET INC 0.23% 223.156 K $ 1443 2025/03/31 0.000 $ 0.00 %
2025/03/31 HLAL LISTED FD TR 0.22% 212.871 K $ 4359 2024/09/30 -17.807 K $ -7.40 %
2025/03/31 NFLX NETFLIX INC 0.22% 210.778 K $ 226 2025/03/31 0.000 $ 0.00 %
2025/03/31 VO VANGUARD INDEX FDS 0.21% 204.051 K $ 789 2025/03/31 0.000 $ 0.00 %
2025/03/31 SPSK TIDAL ETF TR 0.19% 184.005 K $ 10211 2024/12/31 1.916 K $ 1.07 %
2025/03/31 APA APA CORPORATION 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/03/31 IXC ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %