Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | BR | BROADRIDGE FINL SOLUTION | Technology | 7 | $2K | 0.00% | SOLD |
| 562 | CNI | CANADIAN NATL RY CO F | Industrials | 25 | $2K | 0.00% | SOLD |
| 563 | CARR | CARRIER GLOBAL CORP | Industrials | 29 | $2K | 0.00% | SOLD |
| 564 | CHWY | CHEWY INC CLASS CLASS A | Consumer Cyclical | 47 | $2K | 0.00% | SOLD |
| 565 | CRCL | CIRCLE INTERNET GROUP INCLASS A | Financial Services | 30 | $2K | 0.00% | SOLD |
| 566 | CFR | CULLEN / FROST BANKERS I | Financial Services | 16 | $2K | 0.00% | SOLD |
| 567 | DE | DEERE & CO | Industrials | 4 | $2K | 0.00% | SOLD |
| 568 | DVN | DEVON ENERGY CORP NEW | Energy | 67 | $2K | 0.00% | SOLD |
| 569 | DJT | TRUMP MEDIA & TECHNO | Communication Services | 175 | $2K | 0.00% | SOLD |
| 570 | GTLB | GITLAB INC CLASS A | Technology | 50 | $2K | 0.00% | SOLD |
| 571 | LAND | GLADSTONE LD CORP REIT | Real Estate | 194 | $2K | 0.00% | SOLD |
| 572 | JKHY | HENRY JACK & ASSOC INC | Technology | 9 | $2K | 0.00% | SOLD |
| 573 | DBA | INVESCO DB AGRICULTURE FUND | Financial Services | 66 | $2K | 0.00% | SOLD |
| 574 | TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | — | 26 | $2K | 0.00% | SOLD |
| 575 | IWS | ISHARES RUSSELL MID CAP VALUE ETF | — | 13 | $2K | 0.00% | SOLD |
| 576 | IJJ | ISHARES S&P MID CAP 400 VALUE ETF | — | 12 | $2K | 0.00% | SOLD |
| 577 | IYJ | ISHARES US INDUSTRIALS ETF | — | 15 | $2K | 0.00% | SOLD |
| 578 | IYE | ISHARES US ENERGY ETF | — | 38 | $2K | 0.00% | SOLD |
| 579 | USIG | ISHARES BRD USD INV GRD CORP BD ETF | — | 44 | $2K | 0.00% | SOLD |
| 580 | IGLB | ISHRS 10 YR INVEST GRADEBOND ETF | — | 31 | $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%