Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | SPGI | S&P GLOBAL INC | Financial Services | 34 | $18K | 0.02% | SOLD |
| 242 | XHB | STATE SRT SPDR S&P HMBLDRS ETF | — | 180 | $18K | 0.02% | SOLD |
| 243 | SHOP | SHOPIFY INC FCLASS A | Technology | 110 | $18K | 0.02% | SOLD |
| 244 | AMLP | ALPS ALERIAN MLP ETF | — | 369 | $17K | 0.02% | SOLD |
| 245 | IBUY | AMPLIFY ONLINE RETAIL ETF | — | 225 | $17K | 0.02% | SOLD |
| 246 | STEW | SRH TOTAL RETURN CF | Financial Services | 898 | $17K | 0.02% | SOLD |
| 247 | IYW | ISHARES US TECHNOLOGY ETF | — | 86 | $17K | 0.02% | SOLD |
| 248 | IGOV | ISHARES INTERNATIONAL TRSRY BND ETF | — | 420 | $17K | 0.02% | SOLD |
| 249 | WSO | WATSCO INC | Industrials | 51 | $17K | 0.02% | SOLD |
| 250 | CRAI | CRA INTL INC | Industrials | 81 | $16K | 0.02% | SOLD |
| 251 | DBEF | XTRACKERS MSCI EAFE HDGDEQY ETF | — | 340 | $16K | 0.02% | SOLD |
| 252 | ENB | ENBRIDGE INC F | Energy | 335 | $16K | 0.02% | SOLD |
| 253 | FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | — | 352 | $16K | 0.02% | SOLD |
| 254 | IWP | ISHARES RUSSELL MID CAP GROWTH ETF | — | 119 | $16K | 0.02% | SOLD |
| 255 | EMB | ISHARES JPMORGAN USD MTSBOND ETF | — | 167 | $16K | 0.02% | SOLD |
| 256 | ONEO | ST STRT SPDR RSL 1000 MMNTM F ETF IV | — | 126 | $16K | 0.02% | SOLD |
| 257 | XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | — | 352 | $16K | 0.02% | SOLD |
| 258 | UBER | UBER TECHNOLOGIES INC | Technology | 200 | $16K | 0.02% | SOLD |
| 259 | UEC | URANIUM ENERGY CORP | Energy | 1,350 | $16K | 0.02% | SOLD |
| 260 | DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | — | 185 | $16K | 0.02% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
24.4%
Consumer Cyclical
24.0%
Energy
7.8%
Consumer Defensive
6.2%
Industrials
2.5%
Healthcare
2.0%
Real Estate
0.5%
Basic Materials
0.1%