Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | EMLC | VANECK ETF TRUST | — | 96 | $2K | 0.00% | SOLD |
| 42 | USHY | ISHARES TR | — | 63 | $2K | 0.00% | SOLD |
| 43 | BMO | BANK MONTREAL QUE | Financial Services | 18 | $2K | 0.00% | SOLD |
| 44 | KWEB | KRANESHARES TRUST | — | 61 | $2K | — | SOLD |
| 45 | IXC | ISHARES TR | — | 49 | $2K | — | SOLD |
| 46 | IGA | VOYA GLBL ADV & PREM OPP FD | Financial Services | 207 | $2K | — | SOLD |
| 47 | — | UNILEVER PLC | — | 30 | $2K | — | SOLD |
| 48 | PPL | PPL CORP | Utilities | 53 | $2K | — | SOLD |
| 49 | ARKK | ARK ETF TR | — | 23 | $2K | — | SOLD |
| 50 | WEC | WEC ENERGY GROUP INC | Utilities | 14 | $1K | — | SOLD |
| 51 | VHT | VANGUARD WORLD FD | — | 5 | $1K | — | SOLD |
| 52 | RWL | INVESCO EXCH TRADED FD TR II | — | 12 | $1K | — | SOLD |
| 53 | ARKG | ARK ETF TR | — | 30 | $870.0 | — | SOLD |
| 54 | ATRO | ASTRONICS CORP | Industrials | 15 | $814.0 | — | SOLD |
| 55 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 2 | $630.0 | — | SOLD |
| 56 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 3 | $624.0 | — | SOLD |
| 57 | — | EXACT SCIENCES CORP | — | 6 | $610.0 | — | SOLD |
| 58 | PBYI | PUMA BIOTECHNOLOGY INC | Healthcare | 100 | $595.0 | — | SOLD |
| 59 | SYM | SYMBOTIC INC | Industrials | 10 | $595.0 | — | SOLD |
| 60 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 4 | $382.0 | — | 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%