Portfolio (Quarterly)
Guide ↗
Guild Investment Management, Inc.
· CIK 0001317802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 174,170 | $4.8M | 3.54% | SOLD |
| 2 | GPIX | GOLDMAN SACHS ETF TR | — | 53,890 | $2.8M | 2.11% | SOLD |
| 3 | PGR | PROGRESSIVE CORP | Financial Services | 9,750 | $2.2M | 1.65% | SOLD |
| 4 | GNRC | GENERAC HLDGS INC | Industrials | 14,070 | $1.9M | 1.42% | SOLD |
| 5 | USAR | USA RARE EARTH INC | Basic Materials | 49,760 | $592K | 0.44% | SOLD |
| 6 | HD | HOME DEPOT INC | Consumer Cyclical | 1,266 | $436K | 0.32% | SOLD |
| 7 | QQQ | INVESCO QQQ TR | Financial Services | 665 | $409K | 0.30% | SOLD |
| 8 | SPYI | NEOS ETF TRUST | — | 6,720 | $353K | 0.26% | SOLD |
| 9 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 19,187 | $337K | 0.25% | SOLD |
| 10 | AMGN | AMGEN INC | Healthcare | 762 | $249K | 0.18% | SOLD |
| 11 | XLK | SELECT SECTOR SPDR TR | — | 1,440 | $207K | 0.15% | SOLD |
| 12 | ABT | ABBOTT LABS | Healthcare | 1,609 | $202K | 0.15% | SOLD |
| 13 | — | SPRING VY ACQUISITION CORP I | — | 17,400 | $179K | 0.13% | SOLD |
Sector Allocation
Technology
45.6%
Financial Services
37.5%
Communication Services
9.4%
Utilities
3.2%
Energy
3.1%
Industrials
0.9%
Basic Materials
0.3%
Consumer Defensive
0.0%