Portfolio (Quarterly)
Guide ↗
Phillip James Consulting Co.
· CIK 0002111830| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | ELDORADO GOLD CORP | — | 2 | $1K | 0.00% | SOLD |
| 142 | — | EUROPEAN EQUITY FUND INC | — | 122 | $1K | 0.00% | SOLD |
| 143 | — | FERGUSON ENTERPRISES INC | — | 2 | $1K | 0.00% | SOLD |
| 144 | FITB | FIFTH THIRD BANCORP | Financial Services | 22 | $1K | 0.00% | SOLD |
| 145 | — | INSULET CORP | — | 2 | $1K | 0.00% | SOLD |
| 146 | SCZ | ISHARES MSCI ACWI ETF | — | 8 | $1K | 0.00% | SOLD |
| 147 | — | LABCORP HOLDINGS INC | — | 6 | $1K | 0.00% | SOLD |
| 148 | — | MCKESSON CORP | — | 1 | $1K | 0.00% | SOLD |
| 149 | — | MONSTER BEVERAGE CORP | — | 7 | $1K | 0.00% | SOLD |
| 150 | NEM | NEWMONT CORP | Basic Materials | 10 | $1K | 0.00% | SOLD |
| 151 | PCG | PGE CORP | Utilities | 27 | $1K | 0.00% | SOLD |
| 152 | RGEN | RESMED INC | Healthcare | 4 | $1K | 0.00% | SOLD |
| 153 | RGP | RESIDEO TECHNOLOGIES INC | Industrials | 3 | $1K | 0.00% | SOLD |
| 154 | — | SLB | — | 8 | $1K | 0.00% | SOLD |
| 155 | — | SEALED AIR CORP | — | 40 | $1K | 0.00% | SOLD |
| 156 | — | SNOWFLAKE INC | — | 3 | $1K | 0.00% | SOLD |
| 157 | — | SOUTHERN CO | — | 14 | $1K | 0.00% | SOLD |
| 158 | SYK | STRYKER CORP | Healthcare | 2 | $1K | 0.00% | SOLD |
| 159 | — | TRUIST FINANCIAL CORP | — | 26 | $1K | 0.00% | SOLD |
| 160 | — | UNITED RENTALS INC | — | 1 | $1K | 0.00% | SOLD |
Sector Allocation
Financial Services
50.9%
Technology
18.7%
Healthcare
13.2%
Consumer Cyclical
6.3%
Industrials
3.3%
Communication Services
3.2%
Consumer Defensive
3.1%
Real Estate
0.6%
Basic Materials
0.4%
Utilities
0.2%