Portfolio (Quarterly)
Guide ↗
Murphy, Middleton, Hinkle & Parker, Inc.
· CIK 0001730521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IJK | ISHARES TR | — | 18,234 | $1.7M | 0.85% | SOLD |
| 22 | CVX | CHEVRON CORP NEW | Energy | 11,226 | $1.7M | 0.85% | SOLD |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 6,010 | $1.7M | 0.83% | SOLD |
| 24 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 35,397 | $1.6M | 0.79% | SOLD |
| 25 | DIS | DISNEY WALT CO | Communication Services | 13,922 | $1.6M | 0.78% | SOLD |
| 26 | IWO | ISHARES TR | — | 4,639 | $1.5M | 0.73% | SOLD |
| 27 | IJJ | ISHARES TR | — | 10,830 | $1.4M | 0.69% | SOLD |
| 28 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,384 | $1.4M | 0.69% | SOLD |
| 29 | IVW | ISHARES TR | — | 11,534 | $1.4M | 0.68% | SOLD |
| 30 | BAC | BANK AMERICA CORP | Financial Services | 25,287 | $1.3M | 0.64% | SOLD |
| 31 | NNN | NNN REIT INC | Real Estate | 30,466 | $1.3M | 0.63% | SOLD |
| 32 | AFL | AFLAC INC | Financial Services | 11,523 | $1.3M | 0.63% | SOLD |
| 33 | WFC | WELLS FARGO CO NEW | Financial Services | 15,355 | $1.3M | 0.63% | SOLD |
| 34 | CAH | CARDINAL HEALTH INC | Healthcare | 7,848 | $1.2M | 0.60% | SOLD |
| 35 | VYM | VANGUARD WHITEHALL FDS | — | 8,066 | $1.1M | 0.56% | SOLD |
| 36 | XOM | EXXON MOBIL CORP | Energy | 9,847 | $1.1M | 0.54% | SOLD |
| 37 | SCHD | SCHWAB STRATEGIC TR | — | 40,538 | $1.1M | 0.54% | SOLD |
| 38 | GD | GENERAL DYNAMICS CORP | Industrials | 3,218 | $1.1M | 0.54% | SOLD |
| 39 | GOOG | ALPHABET INC | Communication Services | 4,259 | $1.0M | 0.51% | SOLD |
| 40 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 5,091 | $1.0M | 0.50% | SOLD |
Sector Allocation
Financial Services
24.7%
Consumer Cyclical
16.3%
Basic Materials
11.0%
Industrials
11.0%
Healthcare
9.5%
Communication Services
8.5%
Consumer Defensive
7.7%
Technology
5.6%
Real Estate
2.2%
Energy
1.8%