Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | DINO | HF SINCLAIR CORP | Energy | 926 | $43K | 0.04% | SOLD |
| 122 | IVE | ISHARES S&P 500 VALUE ETF | — | 202 | $43K | 0.04% | SOLD |
| 123 | PH | PARKER-HANNIFIN CORP | Industrials | 49 | $43K | 0.04% | SOLD |
| 124 | SR | SPIRE INC | Utilities | 521 | $43K | 0.04% | SOLD |
| 125 | IGV | ISHARES EXPANDED TECH STW SCTR ETF | — | 400 | $42K | 0.04% | SOLD |
| 126 | SECT | MAIN SECTOR ROTATION ETF | — | 655 | $42K | 0.04% | SOLD |
| 127 | VLO | VALERO ENERGY CORP NEW | Energy | 253 | $41K | 0.04% | SOLD |
| 128 | HPE | HEWLETT PACKARD ENTERPRI | Technology | 1,648 | $40K | 0.04% | SOLD |
| 129 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | — | 280 | $40K | 0.04% | SOLD |
| 130 | VPL | VANGUARD FTSE PACIFIC ETF | — | 445 | $40K | 0.04% | SOLD |
| 131 | RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | Consumer Cyclical | 1,961 | $39K | 0.04% | SOLD |
| 132 | GOOGL | ALPHABET INC CLASS CLASS A | Communication Services | 122 | $38K | 0.04% | SOLD |
| 133 | AHR | AMERICAN HEALTHCARE REITREIT | Real Estate | 810 | $38K | 0.04% | SOLD |
| 134 | QCOM | QUALCOMM INC | Technology | 222 | $38K | 0.04% | SOLD |
| 135 | SPYV | ST STRT SPDR PRTFL S&P 500 VL ETF IV | — | 664 | $38K | 0.04% | SOLD |
| 136 | SPHY | STATE SRT SPDR PRTFL HGHYLD BND ETF | — | 1,610 | $38K | 0.04% | SOLD |
| 137 | SCHV | SCHWAB US LARGE CAP VALUE ETF | — | 1,299 | $38K | 0.04% | SOLD |
| 138 | TKO | TKO GROUP HLDGS INC CLASS A | Communication Services | 182 | $38K | 0.04% | SOLD |
| 139 | COP | CONOCOPHILLIPS | Energy | 391 | $37K | 0.04% | SOLD |
| 140 | CRWV | COREWEAVE INC CLASS A | Technology | 512 | $37K | 0.04% | 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%