Portfolio (Quarterly)
Guide ↗
Financially Speaking Inc
· CIK 0002040901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SOUN | SOUNDHOUND AI INC CLASS A | Technology | 750 | $7K | 0.01% | SOLD |
| 42 | SHOP | SHOPIFY INC FCLASS A | Technology | 44 | $7K | 0.01% | SOLD |
| 43 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 500 | $7K | 0.00% | SOLD |
| 44 | NFLX | NETFLIX INC | Communication Services | 70 | $7K | 0.00% | SOLD |
| 45 | — | SCHWAB INTERNATIONAL INDEX | — | 218 | $6K | 0.00% | SOLD |
| 46 | — | LIBERTY DEFENSE HLDGS F | — | 40,000 | $6K | 0.00% | SOLD |
| 47 | ORCL | ORACLE CORP | Technology | 25 | $5K | 0.00% | SOLD |
| 48 | JPM | JPMORGAN CHASE & CO | Financial Services | 15 | $5K | 0.00% | SOLD |
| 49 | IBM | IBM CORP | Technology | 16 | $5K | 0.00% | SOLD |
| 50 | MSOS | ADVISORSHARES PURE US CANNABIS ETF | — | 1,000 | $5K | 0.00% | SOLD |
| 51 | SPMO | INVSC S P 500 MOMENTUM ETF | — | 35 | $4K | 0.00% | SOLD |
| 52 | PGR | PROGRESSIVE CORP OH | Financial Services | 14 | $3K | 0.00% | SOLD |
| 53 | — | COLUMBIA INCOME OPPORTUNITIES A | — | 354 | $3K | 0.00% | SOLD |
| 54 | V | VISA INC CLASS CLASS A | Financial Services | 9 | $3K | 0.00% | SOLD |
| 55 | ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | Technology | 151 | $3K | 0.00% | SOLD |
| 56 | CRM | SALESFORCE INC | Technology | 11 | $3K | 0.00% | SOLD |
| 57 | — | WASATCH MICRO CAP | — | 328 | $3K | 0.00% | SOLD |
| 58 | FSLR | FIRST SOLAR INC | Energy | 10 | $3K | 0.00% | SOLD |
| 59 | — | IMPAX ELLEVATE GLOBAL WOMEN'S LDR INV | — | 73 | $3K | 0.00% | SOLD |
| 60 | — | AMC ENTMT HLDGS INC CLASS CLASS A | — | 1,000 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
29.9%
Energy
12.4%
Healthcare
11.8%
Consumer Defensive
11.2%
Industrials
9.0%
Consumer Cyclical
7.0%
Utilities
6.7%
Communication Services
6.0%
Financial Services
4.1%
Basic Materials
1.7%