Portfolio (Quarterly)
Guide ↗
FSA Investment Group, LLC
· CIK 0002051584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,239 | $317K | 0.13% | SOLD |
| 2 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,422 | $227K | 0.09% | SOLD |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 6,858 | $210K | 0.09% | SOLD |
| 4 | NAN | NUVEEN NY DIVI ADV | Financial Services | 35,000 | $35K | 0.01% | SOLD |
Sector Allocation
Technology
35.4%
Financial Services
30.6%
Consumer Defensive
8.2%
Healthcare
5.6%
Consumer Cyclical
5.2%
Energy
5.0%
Utilities
4.2%
Communication Services
3.6%
Real Estate
2.1%