Portfolio (Quarterly)
Guide ↗
Broussard Financial Group LLC
· CIK 0001548136| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORP NEW | Energy | 8,050 | $1.2M | 0.99% | SOLD |
| 2 | TFLO | ISHARES TR | — | 22,137 | $1.1M | 0.91% | SOLD |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 6,341 | $386K | 0.31% | SOLD |
| 4 | EFV | ISHARES TR | — | 3,804 | $272K | 0.22% | SOLD |
| 5 | IVW | ISHARES TR | — | 2,055 | $253K | 0.20% | SOLD |
| 6 | MSFT | MICROSOFT CORP | Technology | 504 | $244K | 0.20% | SOLD |
| 7 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,752 | $210K | 0.17% | SOLD |
Sector Allocation
Financial Services
100.0%