Portfolio (Quarterly)
Guide ↗
Finivi Inc.
· CIK 0002101641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 30,967 | $5.3M | 2.87% | SOLD |
| 2 | — | BLOCK INC | — | 13,268 | $798K | 0.44% | SOLD |
| 3 | RSPG | INVESCO EXCHANGE TRADED FD T | — | 4,299 | $471K | 0.26% | SOLD |
| 4 | UPS | UNITED PARCEL SVCS INC | Industrials | 3,893 | $383K | 0.21% | SOLD |
| 5 | FIVN | FIVE9 INC | Technology | 18,107 | $275K | 0.15% | SOLD |
| 6 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,027 | $238K | 0.13% | SOLD |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,582 | $211K | 0.12% | SOLD |
| 8 | SPGI | S&P GLOBAL INC | Financial Services | 489 | $208K | 0.11% | SOLD |
Sector Allocation
Technology
23.7%
Financial Services
22.2%
Industrials
11.0%
Consumer Defensive
10.9%
Consumer Cyclical
9.6%
Healthcare
7.4%
Communication Services
5.8%
Utilities
3.6%
Basic Materials
2.5%
Real Estate
1.9%