Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 621 | — | DIGITAL REALTY TR | — | 11,000 | $11K | 0.00% | SOLD |
| 622 | — | US TREASURY | — | 11,000 | $11K | 0.00% | SOLD |
| 623 | COKE | COCA COLA CONSOLIDAT | Consumer Defensive | 70 | $11K | 0.00% | SOLD |
| 624 | ANGX | ANGEL STUDIOS INC | Communication Services | 2,257 | $11K | 0.00% | SOLD |
| 625 | FNDE | SCHWAB FUNDTL EMRG MKT | — | 290 | $10K | 0.00% | SOLD |
| 626 | — | VANGUARD SHORT-TERM INVE | — | 985 | $10K | 0.00% | SOLD |
| 627 | — | HF SINCLAIR CORP | — | 10,000 | $10K | 0.00% | SOLD |
| 628 | WOR | WORTHINGTON ENTERPRI | Industrials | 200 | $10K | 0.00% | SOLD |
| 629 | — | MORGAN STANLEY VAR 31 | — | 10,000 | $10K | 0.00% | SOLD |
| 630 | — | BANK OF AMERICA | — | 10,000 | $10K | 0.00% | SOLD |
| 631 | — | TRANSCANADA TR5. | — | 10,000 | $10K | 0.00% | SOLD |
| 632 | — | BARCLAYS BANK | — | 10,000 | $10K | 0.00% | SOLD |
| 633 | — | THE GOLDMAN SACHS VAR 28 | — | 10,000 | $10K | 0.00% | SOLD |
| 634 | ET | ENERGY TRANSFER L P LP | Energy | 600 | $10K | 0.00% | SOLD |
| 635 | GTLB | GITLAB INC | Technology | 262 | $10K | 0.00% | SOLD |
| 636 | — | CALAMOS GROWTH & INCOME | — | 196 | $10K | 0.00% | SOLD |
| 637 | — | TOUCHSTONE SMALL COMPANY | — | 1,340 | $10K | 0.00% | SOLD |
| 638 | VAW | VANGUARD MATERIALS ETF | — | 47 | $10K | 0.00% | SOLD |
| 639 | — | CHENIERE ENERGY PAR | — | 10,000 | $10K | 0.00% | SOLD |
| 640 | DJT | TRUMP MEDIA & TECHNO | Communication Services | 731 | $10K | 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%