Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 641 | — | SPRINT CAPITAL | — | 9,000 | $10K | 0.00% | SOLD |
| 642 | PXH | INVESCO RAFI EMERGING | — | 368 | $9K | 0.00% | SOLD |
| 643 | — | NICHOLAS | — | 107 | $9K | 0.00% | SOLD |
| 644 | — | WELLS FARGO & CO VAR 29 | — | 9,000 | $9K | 0.00% | SOLD |
| 645 | — | RTX CORP | — | 9,000 | $9K | 0.00% | SOLD |
| 646 | — | T. ROWE PRICE INSTL FLOA | — | 969 | $9K | 0.00% | SOLD |
| 647 | — | FIDELITY REAL ESTATE INV | — | 238 | $9K | 0.00% | SOLD |
| 648 | — | CHENIERE ENERGY | — | 9,000 | $9K | 0.00% | SOLD |
| 649 | CMCSA | COMCAST CORP NEW | Communication Services | 300 | $9K | 0.00% | SOLD |
| 650 | — | VANGUARD EMERGING MKTS S | — | 201 | $9K | 0.00% | SOLD |
| 651 | NVS | NOVARTIS AG F | Healthcare | 65 | $9K | 0.00% | SOLD |
| 652 | MYE | MYERS INDS INC | Consumer Cyclical | 478 | $9K | 0.00% | SOLD |
| 653 | — | ADVISORS DISCIPLINED | — | 24 | $9K | 0.00% | SOLD |
| 654 | — | PUTNAM SUSTAINABLE LEADE | — | 62 | $9K | 0.00% | SOLD |
| 655 | KNSL | KINSALE CAP GROUP INC | Financial Services | 22 | $9K | 0.00% | SOLD |
| 656 | — | VALTERRA PLATINUM LTD F | — | 613 | $9K | 0.00% | SOLD |
| 657 | CTVA | CORTEVA INC | Basic Materials | 128 | $9K | 0.00% | SOLD |
| 658 | — | AMERICAN FUNDS NEW ECONO | — | 116 | $8K | 0.00% | SOLD |
| 659 | SEZL | SEZZLE INC | Financial Services | 133 | $8K | 0.00% | SOLD |
| 660 | TTEK | TETRA TECH INC NEW | Industrials | 251 | $8K | 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%