Portfolio (Quarterly)
Guide ↗
Sawyer & Company, Inc
· CIK 0001722436| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SBUX | STARBUCKS CORP | Consumer Cyclical | 22,149 | $1.9M | 0.66% | SOLD |
| 2 | FISV | FISERV INC | Technology | 12,066 | $810K | 0.29% | SOLD |
| 3 | MMM | 3M CO | Industrials | 2,427 | $389K | 0.14% | SOLD |
| 4 | DOW | DOW INC | Basic Materials | 7,278 | $170K | 0.06% | SOLD |
| 5 | D | DOMINION ENERGY INC | Utilities | 1,677 | $98K | 0.04% | SOLD |
| 6 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,968 | $80K | 0.03% | SOLD |
| 7 | IVW | ISHARES TR | — | 360 | $44K | 0.02% | SOLD |
| 8 | — | GENERAL ELECTRIC CO | — | 118 | $36K | 0.01% | SOLD |
| 9 | INTC | INTEL CORP | Technology | 800 | $30K | 0.01% | SOLD |
| 10 | KHC | KRAFT HEINZ COMPANY | Consumer Defensive | 823 | $20K | 0.01% | SOLD |
| 11 | ES | EVERSOURCE ENERGY | Utilities | 280 | $19K | 0.01% | SOLD |
| 12 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 300 | $16K | 0.01% | SOLD |
| 13 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 100 | $16K | 0.01% | SOLD |
| 14 | LULU | LULULEMON ATHLETICA | Consumer Cyclical | 42 | $9K | 0.00% | SOLD |
| 15 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 162 | $6K | 0.00% | SOLD |
| 16 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 100 | $5K | 0.00% | SOLD |
| 17 | SPYG | SPDR SER TR | — | 38 | $4K | 0.00% | SOLD |
| 18 | QQQ | INVESCO QQQ TR | Financial Services | 6 | $4K | 0.00% | SOLD |
| 19 | ZAP | GLOBAL X FDS | — | 120 | $3K | 0.00% | SOLD |
| 20 | GEHC | GE HEALTHCARE TECHNOLOGIES | Healthcare | 39 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
34.6%
Healthcare
13.4%
Industrials
12.0%
Financial Services
11.5%
Communication Services
9.9%
Consumer Cyclical
8.7%
Energy
3.7%
Consumer Defensive
2.2%
Basic Materials
1.7%
Real Estate
1.2%