Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | — | MORGAN STANLEY | — | 25,000 | $25K | 0.00% | SOLD |
| 482 | — | CINTAS CORP | — | 25,000 | $25K | 0.00% | SOLD |
| 483 | — | ANALOG DEVICES | — | 25,000 | $25K | 0.00% | SOLD |
| 484 | — | NICHOLAS II I | — | 849 | $25K | 0.00% | SOLD |
| 485 | XME | ST SRT SPDR S&P MTLS AND | — | 240 | $25K | 0.00% | SOLD |
| 486 | — | BAIN CAPITAL SPE | — | 25,000 | $25K | 0.00% | SOLD |
| 487 | NANR | SPDR S&P NRTH AMRCN NTRL | — | 363 | $25K | 0.00% | SOLD |
| 488 | — | THE BANK OF NEW | — | 25,000 | $25K | 0.00% | SOLD |
| 489 | — | THE CHARLES SCHWA VAR | — | 25,000 | $24K | 0.00% | SOLD |
| 490 | — | PROSPECT CAPITA | — | 25,000 | $24K | 0.00% | SOLD |
| 491 | — | ADVISORS DISCIPLINED | — | 39 | $24K | 0.00% | SOLD |
| 492 | DHI | D R HORTON INC | Consumer Cyclical | 170 | $24K | 0.00% | SOLD |
| 493 | — | MORAINE OHIO | — | 25,000 | $24K | 0.00% | SOLD |
| 494 | IDOG | ALPS INTL SECTOR | — | 630 | $24K | 0.00% | SOLD |
| 495 | PAI | WESTERN ASSET INVSTMNT G | Financial Services | 1,939 | $24K | 0.00% | SOLD |
| 496 | XLC | STE STRT COMTN SR SLCT | — | 205 | $24K | 0.00% | SOLD |
| 497 | — | NOMURA MID CAP INCOME OP | — | 1,414 | $24K | 0.00% | SOLD |
| 498 | — | CDW LLC | — | 25,000 | $24K | 0.00% | SOLD |
| 499 | — | VANGUARD TOTAL INTL STOC | — | 592 | $24K | 0.00% | SOLD |
| 500 | TFX | TELEFLEX INC | Healthcare | 196 | $24K | 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%