Portfolio (Quarterly)
Guide ↗
Tranquilli Financial Advisor LLC
· CIK 0001847769| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | — | 28,203 | $2.2M | 1.31% | SOLD |
| 2 | IJH | ISHARES TR | — | 12,761 | $833K | 0.49% | SOLD |
| 3 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 10,061 | $765K | 0.45% | SOLD |
| 4 | UL | UNILEVER PLC | Consumer Defensive | 10,284 | $610K | 0.36% | SOLD |
| 5 | — | ENTERGY CORP NEW | — | 3,164 | $295K | 0.17% | SOLD |
| 6 | FISV | FISERV INC | Technology | 2,150 | $277K | 0.16% | SOLD |
| 7 | — | HANESBRANDS INC | — | 11,912 | $78K | 0.05% | SOLD |
Sector Allocation
Financial Services
34.4%
Communication Services
15.1%
Technology
13.4%
Consumer Cyclical
11.8%
Healthcare
10.2%
Consumer Defensive
5.4%
Energy
4.4%
Industrials
4.1%
Basic Materials
0.6%
Real Estate
0.5%