Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 13 | $7K | 0.01% | SOLD |
| 382 | KO | THE COCA-COLA CO | Consumer Defensive | 100 | $7K | 0.01% | SOLD |
| 383 | ECL | ECOLAB INC | Basic Materials | 26 | $7K | 0.01% | SOLD |
| 384 | FICO | FAIR ISAAC CORP | Technology | 4 | $7K | 0.01% | SOLD |
| 385 | FSMD | FIDELITY SMALL MID MULTIFACTOR ETF | — | 151 | $7K | 0.01% | SOLD |
| 386 | PAVE | GLOBAL X US INFRA DVLPMNT ETF | — | 151 | $7K | 0.01% | SOLD |
| 387 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 8 | $7K | 0.01% | SOLD |
| 388 | GFF | GRIFFON CORP | Industrials | 100 | $7K | 0.01% | SOLD |
| 389 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 35 | $7K | 0.01% | SOLD |
| 390 | INTU | INTUIT | Technology | 11 | $7K | 0.01% | SOLD |
| 391 | RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | — | 85 | $7K | 0.01% | SOLD |
| 392 | IGPT | INVESCO AI AD NEXT GEN SFTWE ETF | — | 125 | $7K | 0.01% | SOLD |
| 393 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | — | 27 | $7K | 0.01% | SOLD |
| 394 | JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | — | 101 | $7K | 0.01% | SOLD |
| 395 | REPX | RILEY EXPLORATION PE | Energy | 250 | $7K | 0.01% | SOLD |
| 396 | XLV | STATE STRT HLTH CRE SLT SEC SPDR ETF | — | 46 | $7K | 0.01% | SOLD |
| 397 | — | BLOCK INC A CLASS CLASS A | — | 114 | $7K | 0.01% | SOLD |
| 398 | TTD | THE TRADE DESK INC CLASS CLASS A | Technology | 185 | $7K | 0.01% | SOLD |
| 399 | UA | UNDER ARMOUR INC CLASS CLASS C | Consumer Cyclical | 1,550 | $7K | 0.01% | SOLD |
| 400 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | — | 60 | $7K | 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%