Portfolio (Quarterly)
Guide ↗
GPS Wealth Strategies Group, LLC
· CIK 0001731837| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | MFDX | PIMCO RAFI | — | 300 | $11K | 0.00% | SOLD |
| 582 | XYL | XYLEM INC | Industrials | 75 | $11K | 0.00% | SOLD |
| 583 | ESGG | FLEXSHARES STOXX | — | 56 | $11K | 0.00% | SOLD |
| 584 | VCLT | VANGUARD LONG | — | 142 | $11K | 0.00% | SOLD |
| 585 | SPCE | VIRGIN GALACTIC | Industrials | 2,811 | $11K | 0.00% | SOLD |
| 586 | REET | ISHARES GLOBAL | — | 419 | $11K | 0.00% | SOLD |
| 587 | SCHR | SCHWAB INTERMEDIATE | — | 426 | $11K | 0.00% | SOLD |
| 588 | GEN | GEN DIGITAL | Technology | 376 | $11K | 0.00% | SOLD |
| 589 | IRMD | IRADIMED CORP | Healthcare | 150 | $11K | 0.00% | SOLD |
| 590 | NDSN | NORDSON CORP | Industrials | 47 | $11K | 0.00% | SOLD |
| 591 | CDE | COEUR MINING | Basic Materials | 565 | $11K | 0.00% | SOLD |
| 592 | NUMG | NUVEEN ESG | — | 217 | $11K | 0.00% | SOLD |
| 593 | LQDH | ISHARES INTEREST | — | 112 | $10K | 0.00% | SOLD |
| 594 | GGG | GRACO INC | Industrials | 123 | $10K | 0.00% | SOLD |
| 595 | VGIT | VANGUARD INTERMEDIATE | — | 174 | $10K | 0.00% | SOLD |
| 596 | SU | SUNCOR ENERGY | Energy | 248 | $10K | 0.00% | SOLD |
| 597 | DFSV | DIMENSIONAL US | — | 324 | $10K | 0.00% | SOLD |
| 598 | SCHA | SCHWAB US | — | 370 | $10K | 0.00% | SOLD |
| 599 | CGW | INVESCO S&P | — | 160 | $10K | 0.00% | SOLD |
| 600 | ACWX | ISHARES MSCI | — | 158 | $10K | 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%