Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 541 | PRU | PRUDENTIAL FINL INC | Financial Services | 28 | $3K | 0.00% | SOLD |
| 542 | LGLV | ST SRT SPDR US L C LW VLTLTY ETF IV | — | 15 | $3K | 0.00% | SOLD |
| 543 | SCHH | CHARLES SCHWAB US REIT ETF | — | 131 | $3K | 0.00% | SOLD |
| 544 | SPG | SIMON PPTY GROUP INC NEWREIT | Real Estate | 18 | $3K | 0.00% | SOLD |
| 545 | SNAP | SNAP INC CLASS CLASS A | Communication Services | 430 | $3K | 0.00% | SOLD |
| 546 | — | STUBHUB HLDGS INC CLASS A | — | 200 | $3K | 0.00% | SOLD |
| 547 | SMCI | SUPER MICRO COMPUTER INC | Technology | 100 | $3K | 0.00% | SOLD |
| 548 | TW | TRADEWEB MKTS INC CLASS A | Financial Services | 25 | $3K | 0.00% | SOLD |
| 549 | WM | WASTE MGMT INC DEL | Industrials | 15 | $3K | 0.00% | SOLD |
| 550 | IVES | DAN IVES WEDBUSH AI REVOLUTIN ETF | — | 100 | $3K | 0.00% | SOLD |
| 551 | WST | WEST PHARMACEUTICAL SVCS | Healthcare | 12 | $3K | 0.00% | SOLD |
| 552 | WMB | WILLIAMS COS INC | Energy | 46 | $3K | 0.00% | SOLD |
| 553 | BTBT | BIT DIGITAL INC. F | Financial Services | 1,648 | $3K | 0.00% | SOLD |
| 554 | BLSH | BULLISH F | Technology | 70 | $3K | 0.00% | SOLD |
| 555 | TIGO | MILLICOM INTERNTNL C F | Communication Services | 50 | $3K | 0.00% | SOLD |
| 556 | CPA | COPA HOLDINGS S A FCLASS CLASS A | Industrials | 25 | $3K | 0.00% | SOLD |
| 557 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 15 | $2K | 0.00% | SOLD |
| 558 | AWK | AMERICAN WTR WKS CO INC | Utilities | 19 | $2K | 0.00% | SOLD |
| 559 | ATO | ATMOS ENERGY CORP | Utilities | 13 | $2K | 0.00% | SOLD |
| 560 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 40 | $2K | 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%