Portfolio (Quarterly)
Guide ↗
GPS Wealth Strategies Group, LLC
· CIK 0001731837| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 601 | SCHV | SCHWAB US | — | 351 | $10K | 0.00% | SOLD |
| 602 | FLHY | FRANKLIN HIGH | — | 415 | $10K | 0.00% | SOLD |
| 603 | VONE | VANGUARD RUSSELL | — | 34 | $10K | 0.00% | SOLD |
| 604 | LUMN | LUMEN TECHNOLOGIES | Communication Services | 1,650 | $10K | 0.00% | SOLD |
| 605 | CHRW | C H ROBINSON | Industrials | 76 | $10K | 0.00% | SOLD |
| 606 | MDYV | SPDR SERIES | — | 120 | $10K | 0.00% | SOLD |
| 607 | LPLA | LPL FINANCIAL | Financial Services | 30 | $10K | 0.00% | SOLD |
| 608 | FNDX | SCHWAB FUNDAMENTAL | — | 378 | $10K | 0.00% | SOLD |
| 609 | TILT | FLEXSHARES MORNINGSTAR | — | 41 | $10K | 0.00% | SOLD |
| 610 | AKBA | AKEBIA THERAPEUTICS | Healthcare | 3,625 | $10K | 0.00% | SOLD |
| 611 | LC | LENDINGCLUB CORP | Financial Services | 650 | $10K | 0.00% | SOLD |
| 612 | — | BLACKROCK U S | — | 136 | $10K | 0.00% | SOLD |
| 613 | PSIX | POWER SOLUTIONS | Industrials | 100 | $10K | 0.00% | SOLD |
| 614 | CCK | CROWN HOLDINGS | Consumer Cyclical | 101 | $10K | 0.00% | SOLD |
| 615 | CME | CME GROUP | Financial Services | 36 | $10K | 0.00% | SOLD |
| 616 | — | CMB TECH | — | 1,028 | $10K | 0.00% | SOLD |
| 617 | DFAE | DIMENSIONAL EMERGING | — | 303 | $10K | 0.00% | SOLD |
| 618 | — | BLACKROCK WORLD | — | 178 | $10K | 0.00% | SOLD |
| 619 | — | BROADWAY FINL | — | 1,300 | $9K | 0.00% | SOLD |
| 620 | CSB | VICTORYSHARES US | — | 157 | $9K | 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%