Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | — | WILLOUGHBY OHIO | — | 50,000 | $45K | 0.00% | SOLD |
| 362 | MASI | MASIMO CORP | Healthcare | 342 | $44K | 0.00% | SOLD |
| 363 | BBLU | EA BRIDGEWAY BLUE CHIP | — | 2,894 | $44K | 0.00% | SOLD |
| 364 | — | BANK OF AMERICA | — | 44,000 | $44K | 0.00% | SOLD |
| 365 | LMT | LOCKHEED MARTIN CORP | Industrials | 91 | $44K | 0.00% | SOLD |
| 366 | CARR | CARRIER GLOBAL CORP | Industrials | 825 | $44K | 0.00% | SOLD |
| 367 | — | DODGE & COX INCOME I | — | 6,260 | $44K | 0.00% | SOLD |
| 368 | — | US TREASURY | — | 44,000 | $44K | 0.00% | SOLD |
| 369 | — | FIDELITY EQUITY-INCOME | — | 511 | $43K | 0.00% | SOLD |
| 370 | — | KNOXVILLE TENN WTR | — | 40,000 | $43K | 0.00% | SOLD |
| 371 | BTI | BRITISH AMERN TOB PLC F | Consumer Defensive | 750 | $42K | 0.00% | SOLD |
| 372 | IAU | ISHARES GOLD ETF | Financial Services | 523 | $42K | 0.00% | SOLD |
| 373 | VONE | VANGUARD RUSSELL 1000 | — | 137 | $42K | 0.00% | SOLD |
| 374 | — | JOHNSTON CNTY N C | — | 40,000 | $42K | 0.00% | SOLD |
| 375 | IBIT | ISHARES BITCOIN ETF | Financial Services | 850 | $42K | 0.00% | SOLD |
| 376 | — | COLORADO ST CTFS PA | — | 40,000 | $42K | 0.00% | SOLD |
| 377 | QCOM | QUALCOMM INC | Technology | 245 | $42K | 0.00% | SOLD |
| 378 | — | AUSTIN TEX WTR & WA | — | 40,000 | $42K | 0.00% | SOLD |
| 379 | SDY | STATE STREET SPDR S&P | — | 300 | $42K | 0.00% | SOLD |
| 380 | — | GLENCORE PLC F | — | 3,817 | $42K | 0.00% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
25.8%
Industrials
10.2%
Communication Services
9.3%
Consumer Cyclical
6.4%
Energy
4.1%
Utilities
3.8%
Healthcare
3.5%
Consumer Defensive
2.4%
Basic Materials
1.9%