Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | MDYG | ST STRET SPDR S&P 400 M C GR ETF | — | 116 | $11K | 0.01% | SOLD |
| 322 | SRLN | STATE STREET BLACKSTONE SENIR LN ETF | — | 271 | $11K | 0.01% | SOLD |
| 323 | VTWV | VANGUARD RUSSELL 2000 VALUE ETF | — | 70 | $11K | 0.01% | SOLD |
| 324 | VICI | VICI PPTYS INC REIT | Real Estate | 375 | $11K | 0.01% | SOLD |
| 325 | TNK | TEEKAY TANKERS LTD FCLASS CLASS A | Energy | 215 | $11K | 0.01% | SOLD |
| 326 | LYB | LYONDELLBASELL INDUSTR FCLASS A | Basic Materials | 250 | $11K | 0.01% | SOLD |
| 327 | ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | — | 314 | $10K | 0.01% | SOLD |
| 328 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 84 | $10K | 0.01% | SOLD |
| 329 | CVS | CVS HEALTH CORP | Healthcare | 131 | $10K | 0.01% | SOLD |
| 330 | FENY | FIDELITY MSCI ENERGY INDX ETF | — | 407 | $10K | 0.01% | SOLD |
| 331 | FMAT | FIDELITY MSCI MATERIALS INDX ETF | — | 190 | $10K | 0.01% | SOLD |
| 332 | FENI | FIDELITY ENHANCED INTRNTNL ETF | — | 281 | $10K | 0.01% | SOLD |
| 333 | FCG | FRST TRST ISE REV NTRL GS IND ETF | — | 423 | $10K | 0.01% | SOLD |
| 334 | GSSC | GLDMN SCH ACTVBETA US SML CAP EQ ETF | — | 130 | $10K | 0.01% | SOLD |
| 335 | BKLN | INVESCO SENIOR LOAN ETF | — | 495 | $10K | 0.01% | SOLD |
| 336 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | — | 218 | $10K | 0.01% | SOLD |
| 337 | LPLA | LPL FINL HLDGS INC | Financial Services | 28 | $10K | 0.01% | SOLD |
| 338 | MAIN | MAIN STR CAP CORP | Financial Services | 169 | $10K | 0.01% | SOLD |
| 339 | MA | MASTERCARD INC CLASS CLASS A | Financial Services | 18 | $10K | 0.01% | SOLD |
| 340 | MSI | MOTOROLA SOLUTIONS INC | Technology | 25 | $10K | 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%