Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | DIA | SPDR DOW JONES | Financial Services | 44 | $21K | 0.00% | SOLD |
| 522 | UPS | UNITED PARCEL SVC INC | Industrials | 210 | $21K | 0.00% | SOLD |
| 523 | — | LEBANON OHIO CITY S | — | 20,000 | $21K | 0.00% | SOLD |
| 524 | — | OHIO ST WTR DEV AUT | — | 20,000 | $21K | 0.00% | SOLD |
| 525 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 382 | $21K | 0.00% | SOLD |
| 526 | — | VANGUARD ENERGY ADM | — | 220 | $20K | 0.00% | SOLD |
| 527 | URI | UNITED RENTALS INC | Industrials | 25 | $20K | 0.00% | SOLD |
| 528 | — | CONAGRA BRANDS | — | 20,000 | $20K | 0.00% | SOLD |
| 529 | — | FIRST CITIZE | — | 1,000 | $20K | 0.00% | SOLD |
| 530 | — | US TREASURY | — | 20,000 | $20K | 0.00% | SOLD |
| 531 | — | KN CAPITAL TRUST | — | 20,000 | $20K | 0.00% | SOLD |
| 532 | — | WEST VIRGINIA ST HO | — | 20,000 | $20K | 0.00% | SOLD |
| 533 | — | MYLAN, INC. | — | 20,000 | $20K | 0.00% | SOLD |
| 534 | — | VIATRIS INC | — | 20,000 | $20K | 0.00% | SOLD |
| 535 | — | BRIGHTHOUSE FINL | — | 20,000 | $20K | 0.00% | SOLD |
| 536 | — | JPMORGAN GROWTH ADVANTAG | — | 472 | $20K | 0.00% | SOLD |
| 537 | AEFC | AEGON FUNDING CO | Financial Services | 1,000 | $20K | 0.00% | SOLD |
| 538 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 365 | $20K | 0.00% | SOLD |
| 539 | ORLY | O REILLY AUTOMOTIVE INC | Consumer Cyclical | 210 | $19K | 0.00% | SOLD |
| 540 | — | VANGUARD SMALL CAP VALUE | — | 211 | $19K | 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%