Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | Technology | 65 | $7K | 0.01% | SOLD |
| 402 | APLD | APPLIED DIGITAL CORP | Technology | 240 | $6K | 0.01% | SOLD |
| 403 | BSY | BENTLEY SYS INC CLASS B | Technology | 151 | $6K | 0.01% | SOLD |
| 404 | THRO | ISHARES US THMATIC ROTATN ACT ETF | — | 154 | $6K | 0.01% | SOLD |
| 405 | CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | Communication Services | 195 | $6K | 0.01% | SOLD |
| 406 | DBX | DROPBOX INC CLASS CLASS A | Technology | 200 | $6K | 0.01% | SOLD |
| 407 | — | ETSY INC | — | 100 | $6K | 0.01% | SOLD |
| 408 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 24 | $6K | 0.01% | SOLD |
| 409 | GE | GE AEROSPACE | Industrials | 18 | $6K | 0.01% | SOLD |
| 410 | PFFD | GLOBAL X US PREFERRED ETF | — | 302 | $6K | 0.01% | SOLD |
| 411 | SHLD | GLOBAL X DEFENSE TECH ETF | — | 92 | $6K | 0.01% | SOLD |
| 412 | HIMS | HIMS & HERS HEALTH INC CLASS CLASS A | Healthcare | 175 | $6K | 0.01% | SOLD |
| 413 | XSVM | INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF | — | 105 | $6K | 0.01% | SOLD |
| 414 | XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | — | 116 | $6K | 0.01% | SOLD |
| 415 | KKR | KKR & CO INC | Financial Services | 50 | $6K | 0.01% | SOLD |
| 416 | KNSL | KINSALE CAP GROUP INC | Financial Services | 15 | $6K | 0.01% | SOLD |
| 417 | KHC | KRAFT HEINZ CO | Consumer Defensive | 250 | $6K | 0.01% | SOLD |
| 418 | — | MILLROSE PPTYS INC CLASS A | — | 217 | $6K | 0.01% | SOLD |
| 419 | NUAI | NEW ERA EN & DIG | Energy | 1,980 | $6K | 0.01% | SOLD |
| 420 | PAYC | PAYCOM SOFTWARE INC | Technology | 40 | $6K | 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%