Portfolio (Quarterly)
Guide ↗
Indivisible Partners
· CIK 0002098400| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | SHYG | ISHARES TR | — | 44,582.0 | $1.9M | 0.17% | +12K | +36.9% | $42.31 | -1.3% |
| 102 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 73,270.0 | $1.9M | 0.17% | +24K | +49.0% | $25.55 | +10.9% |
| 103 | RSP | INVESCO EXCHANGE TRADED FD T | — | 9,732.0 | $1.9M | 0.17% | +939.0 | +10.7% | $191.92 | +10.6% |
| 104 | CSCO | CISCO SYS INC | Technology | 23,224.0 | $1.8M | 0.16% | +3K | +16.3% | $77.55 | +41.2% |
| 105 | SPYM | SPDR SERIES TRUST | — | 23,429.0 | $1.8M | 0.16% | +2K | +11.7% | $76.54 | +17.1% |
| 106 | VOT | VANGUARD INDEX FDS | — | 6,957.0 | $1.8M | 0.16% | -93.0 | -1.3% | $257.34 | +13.6% |
| 107 | PGR | PROGRESSIVE CORP | Financial Services | 8,916.0 | $1.8M | 0.16% | +853.0 | +10.6% | $198.24 | +7.7% |
| 108 | TSLA | TESLA INC | Consumer Cyclical | 4,741.0 | $1.8M | 0.16% | +191.0 | +4.2% | $371.75 | -2.0% |
| 109 | VOE | VANGUARD INDEX FDS | — | 9,552.0 | $1.8M | 0.16% | +48.0 | +0.5% | $184.28 | +9.7% |
| 110 | RTX | RTX CORPORATION | Industrials | 9,021.0 | $1.7M | 0.15% | +3K | +56.1% | $192.76 | +0.6% |
| 111 | NEE | NEXTERA ENERGY INC | Utilities | 18,573.0 | $1.7M | 0.15% | +2K | +10.0% | $92.88 | -13.4% |
| 112 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 6,256.0 | $1.7M | 0.15% | +3K | +84.5% | $270.57 | +39.3% |
| 113 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 5,735.0 | $1.7M | 0.15% | +1K | +31.6% | $290.48 | -2.2% |
| 114 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,632.0 | $1.7M | 0.15% | +181.0 | +3.3% | $295.12 | +16.9% |
| 115 | ASML | ASML HLDG NV | Technology | 1,257.0 | $1.7M | 0.15% | +490.0 | +63.9% | $1320.88 | +27.2% |
| 116 | SCHG | SCHWAB STRATEGIC TR | — | 55,805.0 | $1.6M | 0.14% | +3K | +5.2% | $29.13 | +21.6% |
| 117 | DE | DEERE & CO | Industrials | 2,841.0 | $1.6M | 0.14% | +558.0 | +24.4% | $563.30 | +21.4% |
| 118 | MRK | MERCK & CO INC | Healthcare | 13,267.0 | $1.6M | 0.14% | +444.0 | +3.5% | $120.29 | +22.0% |
| 119 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 6,558.0 | $1.6M | 0.14% | +470.0 | +7.7% | $242.60 | -5.4% |
| 120 | EOS | EATON VANCE ENHANCED EQUITY | Financial Services | 77,052.0 | $1.6M | 0.14% | +9K | +13.6% | $20.46 | +3.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.6%
Financial Services
12.7%
Industrials
8.5%
Consumer Cyclical
6.3%
Healthcare
5.8%
Communication Services
3.6%
Energy
3.2%
Real Estate
2.9%
Consumer Defensive
2.6%
Basic Materials
1.7%