Portfolio (Quarterly)
Guide ↗
Strategic Investment Solutions, Inc. /IL
· CIK 0001960144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | BLACKROCK MUNIYIELD CF | — | 900 | $9K | 0.00% | SOLD |
| 22 | KTF | DWS MUNICIPAL INCOME CF | Financial Services | 1,000 | $9K | 0.00% | SOLD |
| 23 | NUV | NUVEEN MUNICIPAL VALUE C | Financial Services | 1,000 | $9K | 0.00% | SOLD |
| 24 | MHD | BLACKROCK MUNIHOLDINGS C | Financial Services | 750 | $9K | 0.00% | SOLD |
| 25 | CPER | UNITED STATES COPPER | Financial Services | 250 | $9K | 0.00% | SOLD |
| 26 | MUJ | BLACKROCK MUNIHOLDINGS N | Financial Services | 555 | $7K | 0.00% | SOLD |
| 27 | — | BLACKROCK MUNIVEST CF | — | 940 | $7K | 0.00% | SOLD |
| 28 | — | FUBOTV INC | — | 2,400 | $6K | 0.00% | SOLD |
| 29 | OSCR | OSCAR HEALTH INC | Healthcare | 400 | $6K | 0.00% | SOLD |
| 30 | — | IMPALA PLATINUM HLDGS F | — | 350 | $5K | 0.00% | SOLD |
| 31 | MPLX | MPLX LP LP | Energy | 100 | $5K | 0.00% | SOLD |
| 32 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 35 | $5K | 0.00% | SOLD |
| 33 | SGOV | ISHARES 0-3 MONTH | — | 36 | $4K | 0.00% | SOLD |
| 34 | TMFC | MOTLEY FOOL 100 INDEX | — | 40 | $3K | 0.00% | SOLD |
| 35 | DDL | DINGDONG CAYMAN LTD F | Consumer Defensive | 1,000 | $2K | 0.00% | SOLD |
| 36 | JBLU | JETBLUE AWYS CORP EQUITY | Industrials | 500 | $2K | 0.00% | SOLD |
| 37 | GERN | GERON CORP | Healthcare | 1,500 | $2K | — | SOLD |
| 38 | STEW | SRH TOTAL RETURN CF | Financial Services | 100 | $2K | — | SOLD |
| 39 | BIIB | BIOGEN INC | Healthcare | 10 | $2K | — | SOLD |
| 40 | — | SCISPARC LTD F | — | 1,200 | $2K | — | 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%