Portfolio (Quarterly)
Guide ↗
IRONWOOD WEALTH MANAGEMENT, INC.
· CIK 0001844821| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | Financial Services | 180 | $57K | 0.03% | SOLD |
| 2 | DD | DUPONT DE NEMOURS INC | Basic Materials | 552 | $26K | 0.01% | SOLD |
| 3 | IJH | ISHARES TR | — | 280 | $20K | 0.01% | SOLD |
| 4 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 118 | $19K | 0.01% | SOLD |
| 5 | TFC | TRUIST FINL CORP | Financial Services | 370 | $19K | 0.01% | SOLD |
| 6 | SPTM | SPDR SERIES TRUST | — | 192 | $16K | 0.01% | SOLD |
| 7 | MO | ALTRIA GROUP INC | Consumer Defensive | 142 | $10K | 0.00% | SOLD |
| 8 | DUK | DUKE ENERGY CORP NEW | Utilities | 54 | $7K | 0.00% | SOLD |
| 9 | ENB | ENBRIDGE INC | Energy | 96 | $5K | 0.00% | SOLD |
| 10 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 66 | $4K | 0.00% | SOLD |
| 11 | BIV | VANGUARD BD INDEX FDS | — | 18 | $1K | 0.00% | SOLD |
Sector Allocation
Communication Services
39.9%
Basic Materials
38.2%
Energy
21.8%