Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | — | INLAND REAL ESTATE INCOM | — | 833 | $14K | 0.00% | SOLD |
| 582 | — | AMERICAN CENTURY GROWTH | — | 235 | $14K | 0.00% | SOLD |
| 583 | BAC | BANK OF AMERICA CORP | Financial Services | 250 | $14K | 0.00% | SOLD |
| 584 | KRE | ST SRT SPDR S&P RGNL | — | 210 | $14K | 0.00% | SOLD |
| 585 | ECL | ECOLAB INC | Basic Materials | 51 | $13K | 0.00% | SOLD |
| 586 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 51 | $13K | 0.00% | SOLD |
| 587 | XLU | STATE STRT UTLTES SLET | — | 308 | $13K | 0.00% | SOLD |
| 588 | IYF | ISHARES US FINANCIALS | — | 102 | $13K | 0.00% | SOLD |
| 589 | DINO | HF SINCLAIR CORP | Energy | 282 | $13K | 0.00% | SOLD |
| 590 | AES | AES CORP | Utilities | 901 | $13K | 0.00% | SOLD |
| 591 | VAC | MARRIOTT VACATIONS WORLD | Consumer Cyclical | 222 | $13K | 0.00% | SOLD |
| 592 | FIZZ | NTNL BEVERAGE CORP | Consumer Defensive | 398 | $13K | 0.00% | SOLD |
| 593 | — | VANGUARD LARGE CAP INDEX | — | 80 | $13K | 0.00% | SOLD |
| 594 | BWXT | BWX TECHNOLOGIES INC | Industrials | 74 | $13K | 0.00% | SOLD |
| 595 | EUSA | ISHARES MSCI USA EQUAL | — | 122 | $13K | 0.00% | SOLD |
| 596 | U | UNITY SOFTWARE INC | Technology | 285 | $13K | 0.00% | SOLD |
| 597 | NVO | NOVO-NORDISK A S F | Healthcare | 246 | $13K | 0.00% | SOLD |
| 598 | — | RED OAK TECHNOLOGY SELEC | — | 228 | $12K | 0.00% | SOLD |
| 599 | TMUS | T-MOBILE US INC | Communication Services | 61 | $12K | 0.00% | SOLD |
| 600 | WPC | W P CAREY INC | Real Estate | 189 | $12K | 0.00% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
25.8%
Industrials
10.2%
Communication Services
9.3%
Consumer Cyclical
6.4%
Energy
4.1%
Utilities
3.8%
Healthcare
3.5%
Consumer Defensive
2.4%
Basic Materials
1.9%