Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FIXD | FIRST TRUST SMITH OPPRTNISTIC FI ETF | — | 3,223 | $143K | 0.14% | SOLD |
| 22 | ISCF | ISHS INTRNTNL SMALLA EQYFACT ETF | — | 3,453 | $143K | 0.14% | SOLD |
| 23 | GLDM | SPDR GOLD MINISHARES ETV | Financial Services | 1,657 | $141K | 0.14% | SOLD |
| 24 | FANG | DIAMONDBACK ENERGY INC | Energy | 932 | $140K | 0.14% | SOLD |
| 25 | VUG | VANGUARD GROWTH ETF | — | 285 | $139K | 0.14% | SOLD |
| 26 | T | AT&T INC | Communication Services | 5,555 | $138K | 0.14% | SOLD |
| 27 | KIE | STATE SRT SPDR S&P INSURNC ETF | — | 2,260 | $136K | 0.14% | SOLD |
| 28 | IEMG | ISHARES CORE MSCI EMERGING ETF | — | 1,978 | $133K | 0.13% | SOLD |
| 29 | AGG | ISHARES CORE US AGGREGATE BOND ETF | — | 1,305 | $130K | 0.13% | SOLD |
| 30 | GM | GENERAL MTRS CO | Consumer Cyclical | 1,553 | $126K | 0.12% | SOLD |
| 31 | SPSM | ST STRET SPDR PRTFL S&P 600 S C ETF | — | 2,668 | $125K | 0.12% | SOLD |
| 32 | TMO | THERMO FISHER SCIENTIFIC | Healthcare | 215 | $125K | 0.12% | SOLD |
| 33 | APP | APPLOVIN CORP CLASS A | Technology | 180 | $121K | 0.12% | SOLD |
| 34 | ORCL | ORACLE CORP | Technology | 617 | $120K | 0.12% | SOLD |
| 35 | MLM | MARTIN MARIETTA MATLS IN | Basic Materials | 191 | $119K | 0.12% | SOLD |
| 36 | AIQ | GLOBAL X FUND GLB X ART INTL TGY ETF | — | 2,198 | $112K | 0.11% | SOLD |
| 37 | RBLX | ROBLOX CORP CLASS A | Technology | 1,346 | $109K | 0.11% | SOLD |
| 38 | RWR | ST SRT SPDR DOW JONES REIT ET ETF IV | — | 1,097 | $108K | 0.11% | SOLD |
| 39 | VOO | VANGUARD S&P 500 ETF | — | 171 | $108K | 0.11% | SOLD |
| 40 | VZ | VERIZON COMMUNICATIONS I | Communication Services | 2,659 | $108K | 0.11% | 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%