Portfolio (Quarterly)
Guide ↗
GGM Financial LLC
· CIK 0002021722| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | Industrials | 1,513 | $342K | 0.16% | SOLD |
| 2 | VO | Vanguard Mid-Cap Index Fund ETF Shares | — | 662 | $190K | 0.09% | SOLD |
| 3 | — | Cencora Inc | — | 291 | $92K | 0.04% | SOLD |
| 4 | IAK | iShares U.S. Insurance ETF | — | 246 | $32K | 0.01% | SOLD |
| 5 | KKR | Kkr & Co Inc | — | 206 | $19K | 0.01% | SOLD |
| 6 | KMB | Kimberly-Clark Corp | Consumer Defensive | 129 | $12K | 0.01% | SOLD |
| 7 | DVY | iShares Select Dividend ETF | — | 50 | $8K | 0.00% | SOLD |
Sector Allocation
Financial Services
28.3%
Technology
26.2%
Healthcare
10.8%
Industrials
10.4%
Consumer Cyclical
8.2%
Consumer Defensive
6.7%
Utilities
4.6%
Communication Services
3.0%
Energy
1.3%
Basic Materials
0.5%