Portfolio (Quarterly)
Guide ↗
Sherry Group, Inc.
· CIK 0002107738| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC CL A | Communication Services | 474 | $316K | 0.33% | SOLD |
| 2 | VZ | VERIZON COMMUNICATIONS INC. | Communication Services | 5,470 | $223K | 0.23% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 441 | $215K | 0.23% | SOLD |
| 4 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRU | Financial Services | 340 | $207K | 0.22% | SOLD |
Sector Allocation
Technology
64.2%
Consumer Cyclical
17.8%
Consumer Defensive
8.4%
Communication Services
7.8%
Financial Services
1.1%
Healthcare
0.4%
Real Estate
0.2%