Portfolio (Quarterly)
Guide ↗
GPS Wealth Strategies Group, LLC
· CIK 0001731837| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | VIST | VISTA ENERGY | Energy | 1,374 | $47K | 0.01% | SOLD |
| 302 | BEN | FRANKLIN RESOURCES | Financial Services | 2,040 | $47K | 0.01% | SOLD |
| 303 | IDGT | ISHARES US | — | 543 | $47K | 0.01% | SOLD |
| 304 | BP | BP PLC | Energy | 1,358 | $47K | 0.01% | SOLD |
| 305 | IGSB | ISHARES 1-5 | — | 874 | $46K | 0.01% | SOLD |
| 306 | SPEU | SPDR EUROPE | — | 917 | $46K | 0.01% | SOLD |
| 307 | SHY | ISHARES 1-3YR | — | 547 | $45K | 0.01% | SOLD |
| 308 | LHX | L3HARRIS TECHNOLOGIES | Industrials | 148 | $45K | 0.01% | SOLD |
| 309 | SMTH | ALPS SMITH | — | 1,720 | $45K | 0.01% | SOLD |
| 310 | JXI | ISHARES GLOBAL | — | 577 | $45K | 0.01% | SOLD |
| 311 | HEFA | ISHARES CURRENCY | — | 1,127 | $45K | 0.01% | SOLD |
| 312 | IAGG | ISHARES CORE | — | 869 | $45K | 0.01% | SOLD |
| 313 | BUYW | MAIN BUYWRITE | — | 3,107 | $44K | 0.01% | SOLD |
| 314 | PSF | COHEN & STEERS | Financial Services | 2,116 | $44K | 0.01% | SOLD |
| 315 | — | CRH PLC | — | 366 | $44K | 0.01% | SOLD |
| 316 | EQAL | INVESCO RUSSELL | — | 840 | $44K | 0.01% | SOLD |
| 317 | ACWV | ISHARES MSCI | — | 364 | $44K | 0.01% | SOLD |
| 318 | SCHE | SCHWAB EMERGING | — | 1,307 | $44K | 0.01% | SOLD |
| 319 | RZG | INVESCO S&P | — | 792 | $43K | 0.01% | SOLD |
| 320 | — | APTIV PLC | — | 500 | $43K | 0.01% | SOLD |
Sector Allocation
Technology
46.4%
Financial Services
13.9%
Consumer Cyclical
10.2%
Communication Services
8.5%
Healthcare
6.5%
Industrials
5.3%
Consumer Defensive
4.5%
Utilities
1.7%
Basic Materials
1.6%
Energy
0.9%