Portfolio (Quarterly)
Guide ↗
GPS Wealth Strategies Group, LLC
· CIK 0001731837| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | RWL | INVESCO S&P | — | 150 | $17K | 0.00% | SOLD |
| 502 | QGRO | AMERICAN CENTURY | — | 145 | $17K | 0.00% | SOLD |
| 503 | EQT | EQT CORP | Energy | 303 | $16K | 0.00% | SOLD |
| 504 | — | AMCOR PLC | — | 2,000 | $16K | 0.00% | SOLD |
| 505 | — | SPDR BLOOMBERG | — | 505 | $16K | 0.00% | SOLD |
| 506 | ERTH | INVESCO MSCI | — | 340 | $16K | 0.00% | SOLD |
| 507 | EWC | ISHARES MSCI | — | 320 | $16K | 0.00% | SOLD |
| 508 | FLQS | FRANKLIN US | — | 367 | $16K | 0.00% | SOLD |
| 509 | BSX | BOSTON SCIENTIFIC | Healthcare | 165 | $16K | 0.00% | SOLD |
| 510 | — | SENSEONICS HOLDINGS | — | 36,680 | $16K | 0.00% | SOLD |
| 511 | IDRV | ISHARES SELF | — | 435 | $16K | 0.00% | SOLD |
| 512 | ITRN | ITURAN LOCATION | Technology | 445 | $16K | 0.00% | SOLD |
| 513 | SCHZ | SCHWAB AGGREGATE | — | 677 | $16K | 0.00% | SOLD |
| 514 | LQD | ISHARES IBOXX | — | 142 | $16K | 0.00% | SOLD |
| 515 | AWR | AMERICAN STS WTR CO | Utilities | 216 | $16K | 0.00% | SOLD |
| 516 | VFH | VANGUARD FINANCIALS | — | 120 | $16K | 0.00% | SOLD |
| 517 | QQMG | INVESCO ESG | — | 380 | $16K | 0.00% | SOLD |
| 518 | EAT | BRINKER INTL | Consumer Cyclical | 123 | $16K | 0.00% | SOLD |
| 519 | KORP | AMERICAN CENTURY | — | 323 | $15K | 0.00% | SOLD |
| 520 | POWL | POWELL INDUSTRIES | Industrials | 50 | $15K | 0.00% | 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%