Portfolio (Quarterly)
Guide ↗
Fortune Financial Group, Inc.
· CIK 0002106311| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | — | 7,664 | $525K | 0.47% | SOLD |
| 2 | BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | — | 10,060 | $491K | 0.44% | SOLD |
| 3 | SIVR | ABRDN PHYSICAL SILVER SHARES ETF | Financial Services | 3,415 | $245K | 0.22% | SOLD |
| 4 | XOM | EXXON MOBIL CORP | Energy | 1,440 | $244K | 0.22% | SOLD |
| 5 | — | AMG GW&K ESG BOND N | — | 10,021 | $218K | 0.20% | SOLD |
| 6 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | 4,303 | $211K | 0.19% | SOLD |
Sector Allocation
Financial Services
76.2%
Technology
16.2%
Communication Services
2.9%
Consumer Cyclical
2.9%
Utilities
1.8%