Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EMB | ISHARES TR | — | 50 | $5K | 0.00% | SOLD |
| 22 | SPTL | SPDR SERIES TRUST | — | 177 | $5K | 0.00% | SOLD |
| 23 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 79 | $4K | 0.00% | SOLD |
| 24 | AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | Financial Services | 361 | $4K | 0.00% | SOLD |
| 25 | XT | ISHARES TR | — | 60 | $4K | 0.00% | SOLD |
| 26 | PFE | PFIZER INC | Healthcare | 168 | $4K | 0.00% | SOLD |
| 27 | TFC | TRUIST FINL CORP | Financial Services | 81 | $4K | 0.00% | SOLD |
| 28 | SNY | SANOFI SA | Healthcare | 81 | $4K | 0.00% | SOLD |
| 29 | IYE | ISHARES TR | — | 82 | $4K | 0.00% | SOLD |
| 30 | IYH | ISHARES TR | — | 58 | $4K | 0.00% | SOLD |
| 31 | — | FIDELITY COVINGTON TRUST | — | 48 | $4K | 0.00% | SOLD |
| 32 | OMFL | INVESCO EXCH TRD SLF IDX FD | — | 54 | $3K | 0.00% | SOLD |
| 33 | FE | FIRSTENERGY CORP | Utilities | 73 | $3K | 0.00% | SOLD |
| 34 | XLF | SELECT SECTOR SPDR TR | — | 55 | $3K | 0.00% | SOLD |
| 35 | ARKW | ARK ETF TR | — | 20 | $3K | 0.00% | SOLD |
| 36 | VSS | VANGUARD INTL EQUITY INDEX F | — | 20 | $3K | 0.00% | SOLD |
| 37 | GSK | GSK PLC | Healthcare | 57 | $3K | 0.00% | SOLD |
| 38 | — | TRAEGER INC | — | 2,381 | $3K | 0.00% | SOLD |
| 39 | KBWB | INVESCO EXCH TRADED FD TR II | — | 30 | $3K | 0.00% | SOLD |
| 40 | CPNG | COUPANG INC | Consumer Cyclical | 107 | $3K | 0.00% | SOLD |
Sector Allocation
Financial Services
55.9%
Technology
21.4%
Consumer Cyclical
9.1%
Industrials
4.9%
Communication Services
3.1%
Healthcare
2.6%
Energy
1.9%
Consumer Defensive
0.3%
Utilities
0.3%
Basic Materials
0.2%