Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | FTV | FORTIVE CORP | Technology | 4,749 | $262K | 0.00% | SOLD |
| 62 | HUM | HUMANA INC | Healthcare | 1,021 | $261K | 0.00% | SOLD |
| 63 | WBS | WEBSTER FINL CORP | Financial Services | 4,122 | $259K | 0.00% | SOLD |
| 64 | HACK | AMPLIFY ETF TR | — | 3,220 | $259K | 0.00% | SOLD |
| 65 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,304 | $258K | 0.00% | SOLD |
| 66 | L | LOEWS CORP | Financial Services | 2,420 | $255K | 0.00% | SOLD |
| 67 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,384 | $255K | 0.00% | SOLD |
| 68 | MZTI | MARZETTI COMPANY | Consumer Defensive | 1,533 | $252K | 0.00% | SOLD |
| 69 | SLQD | ISHARES TR | — | 4,909 | $249K | 0.00% | SOLD |
| 70 | DOX | AMDOCS LTD | Technology | 3,083 | $248K | 0.00% | SOLD |
| 71 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,412 | $248K | 0.00% | SOLD |
| 72 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 725 | $247K | 0.00% | SOLD |
| 73 | BOTZ | GLOBAL X FDS | — | 6,745 | $244K | 0.00% | SOLD |
| 74 | AYI | ACUITY INC | Industrials | 678 | $244K | 0.00% | SOLD |
| 75 | VRSN | VERISIGN INC | Technology | 1,003 | $244K | 0.00% | SOLD |
| 76 | LUV | SOUTHWEST AIRLS CO | Industrials | 5,866 | $242K | 0.00% | SOLD |
| 77 | TE | T1 ENERGY INC | Industrials | 36,120 | $241K | 0.00% | SOLD |
| 78 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 3,527 | $241K | 0.00% | SOLD |
| 79 | GPI | GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 612 | $241K | 0.00% | SOLD |
| 80 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 2,101 | $239K | 0.00% | SOLD |
Sector Allocation
Technology
27.8%
Financial Services
19.3%
Healthcare
10.2%
Industrials
9.9%
Consumer Cyclical
9.3%
Communication Services
7.0%
Consumer Defensive
6.1%
Energy
5.1%
Utilities
2.5%
Real Estate
1.5%