Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | HXL | HEXCEL CORP NEW | Industrials | 228 | $17K | 0.00% | SOLD |
| 562 | — | FRANKLIN DYNATECH R6 | — | 85 | $17K | 0.00% | SOLD |
| 563 | — | VANGUARD INTERNATIONAL V | — | 404 | $17K | 0.00% | SOLD |
| 564 | RKLB | ROCKET LAB CORP | Industrials | 228 | $16K | 0.00% | SOLD |
| 565 | CVS | CVS HEALTH CORP | Healthcare | 200 | $16K | 0.00% | SOLD |
| 566 | PRFZ | INVSC RAFI US 1500 SML | — | 345 | $16K | 0.00% | SOLD |
| 567 | IWP | ISHARES RUSSELL MID CAP | — | 115 | $16K | 0.00% | SOLD |
| 568 | TEVA | TEVA PHARMACEUTICAL IN F | Healthcare | 500 | $16K | 0.00% | SOLD |
| 569 | IONQ | IONQ INC | Technology | 345 | $15K | 0.00% | SOLD |
| 570 | RGLD | ROYAL GOLD INC | Basic Materials | 69 | $15K | 0.00% | SOLD |
| 571 | PEG | PUBLIC SVC ENTERPRISE GR | Utilities | 190 | $15K | 0.00% | SOLD |
| 572 | — | VANGUARD TAX-MANAGED SMA | — | 155 | $15K | 0.00% | SOLD |
| 573 | — | INTL EQUITY MANAGED POOL | — | 750 | $15K | 0.00% | SOLD |
| 574 | SWK | STANLEY BLACK & DECKER I | Industrials | 200 | $15K | 0.00% | SOLD |
| 575 | BABA | ALIBABA GROUP HLDG LTD F | Consumer Cyclical | 100 | $15K | 0.00% | SOLD |
| 576 | ADBE | ADOBE INC | Technology | 42 | $14K | 0.00% | SOLD |
| 577 | HRL | HORMEL FOODS CORP | Consumer Defensive | 600 | $14K | 0.00% | SOLD |
| 578 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 25 | $14K | 0.00% | SOLD |
| 579 | MTB | M&T BK CORP | Financial Services | 70 | $14K | 0.00% | SOLD |
| 580 | — | RUPERT RES LTD F | — | 3,000 | $14K | 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%