Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | HDV | ISHARES CORE HIGH DIVIDEND ETF | — | 12 | $2K | 0.00% | SOLD |
| 582 | IPAC | ISHARES CORE MSCI PACIFIC ETF | — | 32 | $2K | 0.00% | SOLD |
| 583 | IEUR | ISHARES CORE MSCI EUROPEETF | — | 34 | $2K | 0.00% | SOLD |
| 584 | — | ISHARES ESG MSCI EM LEADERS ETF | — | 31 | $2K | 0.00% | SOLD |
| 585 | JHMM | JOHN HANCOCK MULTIFCTR MID CP ETF | — | 33 | $2K | 0.00% | SOLD |
| 586 | KVUE | KENVUE INC | Consumer Defensive | 110 | $2K | 0.00% | SOLD |
| 587 | TAP | MOLSON COORS BEVERAG B CLASS CLASS B | Consumer Defensive | 45 | $2K | 0.00% | SOLD |
| 588 | MDLZ | MONDELEZ INTL INC CLASS A | Consumer Defensive | 41 | $2K | 0.00% | SOLD |
| 589 | NDAQ | NASDAQ INC | Financial Services | 21 | $2K | 0.00% | SOLD |
| 590 | NKE | NIKE INC CLASS B | Consumer Cyclical | 33 | $2K | 0.00% | SOLD |
| 591 | TMAT | MAIN THEMATIC INNOVATIONETF | — | 80 | $2K | 0.00% | SOLD |
| 592 | OKE | ONEOK INC NEW | Energy | 24 | $2K | 0.00% | SOLD |
| 593 | PEN | PENUMBRA INC | Healthcare | 5 | $2K | 0.00% | SOLD |
| 594 | MINT | PIMCO ENHANCED SHRT MATURTY ACTV ETF | — | 23 | $2K | 0.00% | SOLD |
| 595 | QUBT | QUANTUM COMPUTING INC | Technology | 210 | $2K | 0.00% | SOLD |
| 596 | SBAC | SBA COMMUNICATIONS CORP CLASS CLASS A | Real Estate | 11 | $2K | 0.00% | SOLD |
| 597 | FNDB | SCHWAB FUNDMTL US BROAD MKT ETF | — | 63 | $2K | 0.00% | SOLD |
| 598 | SNA | SNAP ON INC | Industrials | 6 | $2K | 0.00% | SOLD |
| 599 | SOLS | SOLSTICE ADVANCED MATLS | Basic Materials | 37 | $2K | 0.00% | SOLD |
| 600 | SYK | STRYKER CORP | Healthcare | 7 | $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%