Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 120 | $14K | 0.01% | SOLD |
| 282 | LE | LANDS END INC NEW | Consumer Cyclical | 990 | $14K | 0.01% | SOLD |
| 283 | LITE | LUMENTUM HLDGS INC | Technology | 39 | $14K | 0.01% | SOLD |
| 284 | QQQX | NUVEEN NASDAQ 100 DYNAMI | Financial Services | 500 | $14K | 0.01% | SOLD |
| 285 | CWB | ST STRET SPDR BLMBRG CNVBL SCRTS ETF | — | 155 | $14K | 0.01% | SOLD |
| 286 | DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | — | 95 | $14K | 0.01% | SOLD |
| 287 | AVAV | AEROVIRONMENT INC | Industrials | 52 | $13K | 0.01% | SOLD |
| 288 | DKNG | DRAFTKINGS INC NEW CLASS A | Consumer Cyclical | 365 | $13K | 0.01% | SOLD |
| 289 | — | NUVEEN DOW 30SM DYNAMIC | — | 864 | $13K | 0.01% | SOLD |
| 290 | PINS | PINTEREST INC CLASS A | Communication Services | 500 | $13K | 0.01% | SOLD |
| 291 | SLYG | ST STRT SPDR S&P 600 S CGRW ETF IV | — | 134 | $13K | 0.01% | SOLD |
| 292 | SPYD | ST STRT SPDR PRTL S&P 500 HG ETF | — | 306 | $13K | 0.01% | SOLD |
| 293 | SCHM | CHARLES SCHWAB US MC ETF | — | 440 | $13K | 0.01% | SOLD |
| 294 | SCHK | SCHWAB 1000 INDEX ETF | — | 400 | $13K | 0.01% | SOLD |
| 295 | MOO | VANECK AGRIBUSINESS ETF | — | 181 | $13K | 0.01% | SOLD |
| 296 | VTRS | VIATRIS INC | Healthcare | 1,079 | $13K | 0.01% | SOLD |
| 297 | CWCO | CONSOLIDATED WATER CO F | Utilities | 377 | $13K | 0.01% | SOLD |
| 298 | CTVA | CORTEVA INC | Basic Materials | 180 | $12K | 0.01% | SOLD |
| 299 | DHR | DANAHER CORP | Healthcare | 51 | $12K | 0.01% | SOLD |
| 300 | QQQM | INVESCO NASDAQ 100 ETF | — | 49 | $12K | 0.01% | 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%