Portfolio (Quarterly)
Guide ↗
Value Investment Professionals, LLC
· CIK 0002110205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XLE | SELECT SECTOR SPDR TR | — | 13,912 | $622K | 0.65% | SOLD |
| 22 | XLU | SELECT SECTOR SPDR TR | — | 14,210 | $607K | 0.64% | SOLD |
| 23 | EWW | ISHARES INC | — | 8,592 | $596K | 0.62% | SOLD |
| 24 | BND | VANGUARD BD INDEX FDS | — | 7,678 | $569K | 0.60% | SOLD |
| 25 | IGSB | ISHARES TR | — | 10,343 | $547K | 0.57% | SOLD |
| 26 | EEFT | EURONET WORLDWIDE INC | Technology | 7,079 | $539K | 0.56% | SOLD |
| 27 | NVDA | NVIDIA CORPORATION | Technology | 2,766 | $516K | 0.54% | SOLD |
| 28 | — | BERKSHIRE HATHAWAY INC DEL | — | 954 | $480K | 0.50% | SOLD |
| 29 | UL | UNILEVER PLC | Consumer Defensive | 7,196 | $471K | 0.49% | SOLD |
| 30 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 947 | $455K | 0.48% | SOLD |
| 31 | XLK | SELECT SECTOR SPDR TR | — | 2,993 | $431K | 0.45% | SOLD |
| 32 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,784 | $382K | 0.40% | SOLD |
| 33 | VB | VANGUARD INDEX FDS | — | 1,473 | $380K | 0.40% | SOLD |
| 34 | USMV | ISHARES TR | — | 3,776 | $356K | 0.37% | SOLD |
| 35 | SCHG | SCHWAB STRATEGIC TR | — | 10,156 | $331K | 0.35% | SOLD |
| 36 | CQQQ | INVESCO EXCH TRADED FD TR II | — | 7,226 | $329K | 0.34% | SOLD |
| 37 | VFH | VANGUARD WORLD FD | — | 2,328 | $311K | 0.33% | SOLD |
| 38 | SO | SOUTHERN CO | Utilities | 3,094 | $270K | 0.28% | SOLD |
| 39 | IYZ | ISHARES TR | — | 2,761 | $268K | 0.28% | SOLD |
| 40 | VTV | VANGUARD INDEX FDS | — | 1,381 | $264K | 0.28% | SOLD |
Sector Allocation
Technology
17.1%
Communication Services
16.6%
Consumer Cyclical
15.1%
Healthcare
14.3%
Consumer Defensive
12.8%
Financial Services
10.7%
Industrials
6.5%
Real Estate
6.0%
Utilities
0.9%