Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | HRL | HORMEL FOODS CORP | Consumer Defensive | 161 | $4K | 0.00% | SOLD |
| 482 | HUBS | HUBSPOT INC | Technology | 10 | $4K | 0.00% | SOLD |
| 483 | ITW | ILLINOIS TOOL WKS INC | Industrials | 17 | $4K | 0.00% | SOLD |
| 484 | IVT | INVENTRUST PPTYS CORP | Real Estate | 150 | $4K | 0.00% | SOLD |
| 485 | ITOT | ISHARES TOTAL US STOCK MARKET ETF | — | 28 | $4K | 0.00% | SOLD |
| 486 | IWX | ISHARES RUSSELL TOP 200 VALUE ETF | — | 48 | $4K | 0.00% | SOLD |
| 487 | ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | — | 89 | $4K | 0.00% | SOLD |
| 488 | SUSL | ISHARES ESG MSCI USA LEADERS ETF IV | — | 32 | $4K | 0.00% | SOLD |
| 489 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 19 | $4K | 0.00% | SOLD |
| 490 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 551 | $4K | 0.00% | SOLD |
| 491 | MTCH | MATCH GROUP INC NEW | Communication Services | 111 | $4K | 0.00% | SOLD |
| 492 | MSTR | STRATEGY INC CLASS A | Technology | 27 | $4K | 0.00% | SOLD |
| 493 | CALF | PACER US SMALL CAP CASH COWS ETF | — | 86 | $4K | 0.00% | SOLD |
| 494 | PYPL | PAYPAL HLDGS INC | Financial Services | 75 | $4K | 0.00% | SOLD |
| 495 | REGL | PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF | — | 44 | $4K | 0.00% | SOLD |
| 496 | UTG | REAVES UTILITY INCOME | Financial Services | 100 | $4K | 0.00% | SOLD |
| 497 | RGTI | RIGETTI COMPUTING INC | Technology | 198 | $4K | 0.00% | SOLD |
| 498 | ROP | ROPER TECHNOLOGIES INC | Industrials | 9 | $4K | 0.00% | SOLD |
| 499 | SJNK | ST STRET SPDR BBRG SRT TRM HG YD ETF | — | 150 | $4K | 0.00% | SOLD |
| 500 | SERV | SERVE ROBOTICS INC | Industrials | 350 | $4K | 0.00% | 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%