Portfolio (Quarterly)
Guide ↗
Planned Solutions, Inc.
· CIK 0001831332| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 3,905 | $663K | 0.22% | SOLD |
| 2 | HSY | HERSHEY CO COM | Consumer Defensive | 1,538 | $320K | 0.10% | SOLD |
| 3 | INTU | INTUIT COM | Technology | 672 | $291K | 0.10% | SOLD |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | — | 1,267 | $268K | 0.09% | SOLD |
| 5 | EFA | ISHARES MSCI EAFE ETF | — | 2,554 | $248K | 0.08% | SOLD |
| 6 | COP | CONOCOPHILLIPS COM | Energy | 1,826 | $241K | 0.08% | SOLD |
| 7 | PRDO | PERDOCEO ED CORP COM | Consumer Defensive | 6,135 | $228K | 0.07% | SOLD |
| 8 | CBOE | CBOE GLOBAL MKTS INC COM | Financial Services | 760 | $214K | 0.07% | SOLD |
| 9 | GLD | SPDR GOLD SHARES | Financial Services | 488 | $210K | 0.07% | SOLD |
| 10 | ABT | ABBOTT LABORATORIES COM | Healthcare | 2,004 | $206K | 0.07% | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
32.0%
Industrials
8.5%
Healthcare
7.5%
Consumer Cyclical
4.6%
Communication Services
3.7%
Consumer Defensive
3.0%
Basic Materials
2.4%
Real Estate
1.9%
Energy
1.7%