Portfolio (Quarterly)
Guide ↗
Strategic Investment Solutions, Inc. /IL
· CIK 0001960144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC F | — | 4,633 | $426K | 0.10% | SOLD |
| 2 | BLK | BLACKROCK INC NEW | Financial Services | 235 | $252K | 0.06% | SOLD |
| 3 | SNPS | SYNOPSYS INC | Technology | 695 | $209K | 0.05% | SOLD |
| 4 | U | UNITY SOFTWARE INC | Technology | 3,842 | $170K | 0.04% | SOLD |
| 5 | QCOM | QUALCOMM INC | Technology | 600 | $103K | 0.03% | SOLD |
| 6 | WULF | TERAWULF INC | Financial Services | — | $100K | 0.02% | SOLD |
| 7 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | — | $99K | 0.02% | SOLD |
| 8 | SERV | SERVE ROBOTICS INC | Industrials | — | $97K | 0.02% | SOLD |
| 9 | COIN | COINBASE GLOBAL INC | Financial Services | 394 | $89K | 0.02% | SOLD |
| 10 | IVZ | INVESCO LTD F | Financial Services | 3,005 | $79K | 0.02% | SOLD |
| 11 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 2,000 | $69K | 0.02% | SOLD |
| 12 | — | GALAXY DIGITAL INC | — | 2,483 | $56K | 0.01% | SOLD |
| 13 | — | INVESCO GALAXY SOLANA | — | 3,971 | $49K | 0.01% | SOLD |
| 14 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 44 | $27K | 0.01% | SOLD |
| 15 | WTRG | ESSENTIAL UTILS INC | Utilities | 625 | $24K | 0.01% | SOLD |
| 16 | CCL | CARNIVAL CORP F | Consumer Cyclical | 716 | $22K | 0.01% | SOLD |
| 17 | — | AMERICA MOVIL S A B DE F | — | 700 | $14K | 0.00% | SOLD |
| 18 | UPRO | PROSHARES ULTRAPRO S&P | — | 100 | $12K | 0.00% | SOLD |
| 19 | INV | INNVENTURE INC | Financial Services | 2,500 | $10K | 0.00% | SOLD |
| 20 | CNI | CANADIAN NATL RY CO F | Industrials | 100 | $10K | 0.00% | SOLD |
Sector Allocation
Financial Services
31.3%
Technology
29.9%
Consumer Defensive
9.5%
Consumer Cyclical
6.9%
Industrials
6.2%
Communication Services
4.4%
Utilities
3.8%
Energy
3.6%
Healthcare
2.8%
Basic Materials
1.3%