Asset Manager
← All Institutions
Pandora Wealth, Inc.
Market Value
$0
-100.0%
Holdings
220
-9
New Purchases
0
Added To
0
Closed
220
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 49 | $0 | 0% |
| Large Cap | 133 | $0 | 0% |
| Mid Cap | 24 | $0 | 0% |
| Small Cap | 11 | $0 | 0% |
| Micro Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$271.4B
Median Market Cap
$68.5B
Avg P/E
36.9
Median P/E
23.8
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
158
# ETFs / Funds
62
Top Holdings (220 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | RELX | —% | — | — | — | -$600K | -14,836 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$152K | -6,100 | -100.0% | SOLD |
| 3 | DIS | —% | — | — | — | -$112K | -982 | -100.0% | SOLD |
| 4 | CVX | —% | — | — | — | -$467K | -3,065 | -100.0% | SOLD |
| 5 | UBER | —% | — | — | — | -$279K | -3,417 | -100.0% | SOLD |
| 6 | NOW | —% | — | — | — | -$270K | -1,765 | -100.0% | SOLD |
| 7 | Q | —% | — | — | — | -$10K | -125 | -100.0% | SOLD |
| 8 | BMY | —% | — | — | — | -$1M | -19,800 | -100.0% | SOLD |
| 9 | CTRE | —% | — | — | — | -$152K | -4,200 | -100.0% | SOLD |
| 10 | NEE | —% | — | — | — | -$67K | -840 | -100.0% | SOLD |
| 11 | AMT | —% | — | — | — | -$306K | -1,745 | -100.0% | SOLD |
| 12 | PSX | —% | — | — | — | -$78K | -605 | -100.0% | SOLD |
| 13 | BTI | —% | — | — | — | -$44K | -774 | -100.0% | SOLD |
| 14 | WM | —% | — | — | — | -$88K | -400 | -100.0% | SOLD |
| 15 | AMH | —% | — | — | — | -$32K | -1,000 | -100.0% | SOLD |
| 16 | LYB | —% | — | — | — | -$9K | -200 | -100.0% | SOLD |
| 17 | ANET | —% | — | — | — | -$3K | -20 | -100.0% | SOLD |
| 18 | GE | —% | — | — | — | -$33K | -106 | -100.0% | SOLD |
| 19 | SNOW | —% | — | — | — | -$373K | -1,700 | -100.0% | SOLD |
| 20 | BIPC | —% | — | — | — | -$7K | -150 | -100.0% | SOLD |
| 21 | HD | —% | — | — | — | -$138K | -400 | -100.0% | SOLD |
| 22 | DVN | —% | — | — | — | -$18K | -500 | -100.0% | SOLD |
| 23 | ABBV | —% | — | — | — | -$1M | -5,916 | -100.0% | SOLD |
| 24 | CRM | —% | — | — | — | -$109K | -411 | -100.0% | SOLD |
| 25 | JOBY | —% | — | — | — | -$32K | -2,400 | -100.0% | SOLD |
| 26 | GEV | —% | — | — | — | -$17K | -26 | -100.0% | SOLD |
| 27 | LUMN | —% | — | — | — | -$26K | -3,330 | -100.0% | SOLD |
| 28 | MO | —% | — | — | — | -$63K | -1,096 | -100.0% | SOLD |
| 29 | SRE | —% | — | — | — | -$1M | -14,427 | -100.0% | SOLD |
| 30 | KO | —% | — | — | — | -$55K | -791 | -100.0% | SOLD |
| 31 | VZ | —% | — | — | — | -$247K | -6,057 | -100.0% | SOLD |
| 32 | UPS | —% | — | — | — | -$188K | -1,898 | -100.0% | SOLD |
| 33 | TEL | —% | — | — | — | -$17K | -75 | -100.0% | SOLD |
| 34 | RIO | —% | — | — | — | -$40K | -500 | -100.0% | SOLD |
| 35 | PFE | —% | — | — | — | -$400K | -16,057 | -100.0% | SOLD |
| 36 | IBM | —% | — | — | — | -$148K | -500 | -100.0% | SOLD |
| 37 | TRU | —% | — | — | — | -$129K | -1,500 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$702K | -5,605 | -100.0% | SOLD |
| 39 | IQV | —% | — | — | — | -$223K | -989 | -100.0% | SOLD |
| 40 | MTG | —% | — | — | — | -$142K | -4,865 | -100.0% | SOLD |
| 41 | KD | —% | — | — | — | -$3K | -100 | -100.0% | SOLD |
| 42 | DE | —% | — | — | — | -$753K | -1,618 | -100.0% | SOLD |
| 43 | ADM | —% | — | — | — | -$40K | -700 | -100.0% | SOLD |
| 44 | DD | —% | — | — | — | -$10K | -250 | -100.0% | SOLD |
| 45 | PM | —% | — | — | — | -$43K | -266 | -100.0% | SOLD |
| 46 | DOW | —% | — | — | — | -$6K | -250 | -100.0% | SOLD |
| 47 | CHE | —% | — | — | — | -$290K | -678 | -100.0% | SOLD |
| 48 | EQNR | —% | — | — | — | -$6K | -250 | -100.0% | SOLD |
| 49 | KMI | —% | — | — | — | -$55K | -2,000 | -100.0% | SOLD |
| 50 | JPM | —% | — | — | — | -$1M | -3,745 | -100.0% | SOLD |
| 51 | PWR | —% | — | — | — | -$507K | -1,202 | -100.0% | SOLD |
| 52 | EME | —% | — | — | — | -$61K | -100 | -100.0% | SOLD |
| 53 | TRV | —% | — | — | — | -$58K | -200 | -100.0% | SOLD |
| 54 | SCHW | —% | — | — | — | -$85K | -854 | -100.0% | SOLD |
| 55 | PG | —% | — | — | — | -$14K | -98 | -100.0% | SOLD |
| 56 | CTVA | —% | — | — | — | -$17K | -250 | -100.0% | SOLD |
| 57 | REZI | —% | — | — | — | -$878 | -25 | -100.0% | SOLD |
| 58 | TOST | —% | — | — | — | -$178K | -5,014 | -100.0% | SOLD |
| 59 | BR | —% | — | — | — | -$391K | -1,754 | -100.0% | SOLD |
| 60 | V | —% | — | — | — | -$1M | -4,053 | -100.0% | SOLD |
| 61 | NI | —% | — | — | — | -$209K | -5,000 | -100.0% | SOLD |
| 62 | EPD | —% | — | — | — | -$45K | -1,418 | -100.0% | SOLD |
| 63 | MCD | —% | — | — | — | -$64K | -208 | -100.0% | SOLD |
| 64 | TD | —% | — | — | — | -$95K | -1,004 | -100.0% | SOLD |
| 65 | WRB | —% | — | — | — | -$82K | -1,167 | -100.0% | SOLD |
| 66 | PLD | —% | — | — | — | -$38K | -300 | -100.0% | SOLD |
| 67 | COP | —% | — | — | — | -$92K | -978 | -100.0% | SOLD |
| 68 | MCK | —% | — | — | — | -$49K | -60 | -100.0% | SOLD |
| 69 | LLY | —% | — | — | — | -$6K | -6 | -100.0% | SOLD |
| 70 | SAP | —% | — | — | — | -$5K | -20 | -100.0% | SOLD |
| 71 | MA | —% | — | — | — | -$535K | -938 | -100.0% | SOLD |
| 72 | BA | —% | — | — | — | -$302K | -1,390 | -100.0% | SOLD |
| 73 | MKC | —% | — | — | — | -$7K | -100 | -100.0% | SOLD |
| 74 | IONQ | —% | — | — | — | -$395K | -8,805 | -100.0% | SOLD |
| 75 | BP | —% | — | — | — | -$17K | -500 | -100.0% | SOLD |
| 76 | PHM | —% | — | — | — | -$65K | -557 | -100.0% | SOLD |
| 77 | NVS | —% | — | — | — | -$135K | -977 | -100.0% | SOLD |
| 78 | USB | —% | — | — | — | -$11K | -200 | -100.0% | SOLD |
| 79 | APH | —% | — | — | — | -$266K | -1,966 | -100.0% | SOLD |
| 80 | JNJ | —% | — | — | — | -$75K | -360 | -100.0% | SOLD |
| 81 | BSX | —% | — | — | — | -$3K | -35 | -100.0% | SOLD |
| 82 | HRI | —% | — | — | — | -$4K | -29 | -100.0% | SOLD |
| 83 | BIP | —% | — | — | — | -$94K | -2,700 | -100.0% | SOLD |
| 84 | ENB | —% | — | — | — | -$145K | -3,030 | -100.0% | SOLD |
| 85 | GD | —% | — | — | — | -$184K | -547 | -100.0% | SOLD |
| 86 | TU | —% | — | — | — | -$16K | -1,200 | -100.0% | SOLD |
| 87 | USA | —% | — | — | — | -$14K | -2,274 | -100.0% | SOLD |
| 88 | BAC | —% | — | — | — | -$110K | -2,000 | -100.0% | SOLD |
| 89 | ETN | —% | — | — | — | -$96K | -300 | -100.0% | SOLD |
| 90 | CDW | —% | — | — | — | -$27K | -200 | -100.0% | SOLD |
| 91 | OKE | —% | — | — | — | -$3K | -43 | -100.0% | SOLD |
| 92 | OHI | —% | — | — | — | -$22K | -500 | -100.0% | SOLD |
| 93 | PGR | —% | — | — | — | -$363K | -1,596 | -100.0% | SOLD |
| 94 | TSM | —% | — | — | — | -$485K | -1,595 | -100.0% | SOLD |
| 95 | HOOD | —% | — | — | — | -$302K | -2,668 | -100.0% | SOLD |
| 96 | COST | —% | — | — | — | -$172K | -200 | -100.0% | SOLD |
| 97 | CSCO | —% | — | — | — | -$39K | -500 | -100.0% | SOLD |
| 98 | DRSK | —% | — | — | — | -$11M | -373,268 | -100.0% | SOLD |
| 99 | EMBC | —% | — | — | — | -$285 | -24 | -100.0% | SOLD |
| 100 | FANG | —% | — | — | — | -$360K | -2,394 | -100.0% | SOLD |