Portfolio (Quarterly)
Guide ↗
Midwest Financial Partners Investments, Inc.
· CIK 0001968851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 5,931 | $1.3M | 0.71% | SOLD |
| 2 | SLV | ISHARES SILVER TR | Financial Services | 4,950 | $337K | 0.18% | SOLD |
| 3 | GLD | SPDR GOLD TR | Financial Services | 730 | $314K | 0.17% | SOLD |
| 4 | COP | CONOCOPHILLIPS | Energy | 1,760 | $232K | 0.12% | SOLD |
| 5 | SIL | GLOBAL X FDS | — | 2,500 | $225K | 0.12% | SOLD |
| 6 | TSLA | TESLA INC | Consumer Cyclical | 562 | $209K | 0.11% | SOLD |
Sector Allocation
Technology
50.9%
Healthcare
16.6%
Financial Services
11.1%
Industrials
10.2%
Consumer Cyclical
5.0%
Communication Services
2.6%
Consumer Defensive
1.6%
Basic Materials
1.3%
Energy
0.7%