Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | NUBD | NUVEEN ESG US AGGREGATE BOND ETF | — | 450 | $10K | 0.01% | SOLD |
| 342 | MTBA | SIMPLIFY MBS ETF | — | 199 | $10K | 0.01% | SOLD |
| 343 | TJX | TJX COS INC NEW | Consumer Cyclical | 62 | $10K | 0.01% | SOLD |
| 344 | VYMI | VANGUARD INTERNATNL HGH DIV YLD ETF | — | 111 | $10K | 0.01% | SOLD |
| 345 | VIGI | VANGUARD INTL DIVIDEND APRECTN ETF | — | 110 | $10K | 0.01% | SOLD |
| 346 | VHT | VANGUARD HEALTH CARE ETF | — | 33 | $10K | 0.01% | SOLD |
| 347 | DES | WISDOMTREE US SMALLCAP DIVIDEND ETF | — | 300 | $10K | 0.01% | SOLD |
| 348 | WRB | BERKLEY W R CORP | Financial Services | 132 | $9K | 0.01% | SOLD |
| 349 | DNN | DENISON MINES CORP F | Energy | 3,310 | $9K | 0.01% | SOLD |
| 350 | IP | INTERNTNL PAPER CO | Consumer Cyclical | 224 | $9K | 0.01% | SOLD |
| 351 | PNC | PNC FINL SERVICES | Financial Services | 44 | $9K | 0.01% | SOLD |
| 352 | BITI | PROSHARES SHORT BITCOIN ETF | — | 391 | $9K | 0.01% | SOLD |
| 353 | LEAD | SIREN DIVCON LEADERS DIVIDEND ETF | — | 113 | $9K | 0.01% | SOLD |
| 354 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 180 | $9K | 0.01% | SOLD |
| 355 | UPST | UPSTART HLDGS INC | Financial Services | 200 | $9K | 0.01% | SOLD |
| 356 | BBAI | BIGBEAR AI HLDGS INC | Technology | 1,480 | $8K | 0.01% | SOLD |
| 357 | XONE | BNDBLXX BLMBRG 1 YR TRG US TR ETF | — | 159 | $8K | 0.01% | SOLD |
| 358 | CTAS | CINTAS CORP | Industrials | 40 | $8K | 0.01% | SOLD |
| 359 | — | DIEBOLD NIXDORF INC | — | 123 | $8K | 0.01% | SOLD |
| 360 | DFEN | DIREXN DLY ARSPC DFNS BL3X SHRS ETF | — | 125 | $8K | 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%