Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 701 | — | FORD MOTOR CO | — | 5,000 | $6K | — | SOLD |
| 702 | — | HARTFORD SCHRODERS INTER | — | 253 | $5K | — | SOLD |
| 703 | WRBY | WARBY PARKER INC | Healthcare | 247 | $5K | — | SOLD |
| 704 | AVXL | ANAVEX LIFE SCIENCES COR | Healthcare | 1,500 | $5K | — | SOLD |
| 705 | — | AUSTIN TEX WTR & WA | — | 5,000 | $5K | — | SOLD |
| 706 | KMB | KIMBERLY CLARK CORP | Consumer Defensive | 52 | $5K | — | SOLD |
| 707 | — | FIRST EAGLE GLOBAL R6 | — | 64 | $5K | — | SOLD |
| 708 | HWM | HOWMET AEROSPACE INC | Industrials | 25 | $5K | — | SOLD |
| 709 | TTAN | SERVICETITAN INC | Technology | 48 | $5K | — | SOLD |
| 710 | LEU | CENTRUS ENERGY CORP | Energy | 21 | $5K | — | SOLD |
| 711 | VDC | VANGUARD CONSUMER | — | 24 | $5K | — | SOLD |
| 712 | RIOT | RIOT PLATFORMS INC | Financial Services | 400 | $5K | — | SOLD |
| 713 | MP | MP MATLS CORP | Basic Materials | 100 | $5K | — | SOLD |
| 714 | CDNS | CADENCE DESIGN SYS INC | Technology | 16 | $5K | — | SOLD |
| 715 | — | DOUBLELINE TOTAL RETURN | — | 543 | $5K | — | SOLD |
| 716 | — | HARTFORD CORE EQUITY F | — | 87 | $5K | — | SOLD |
| 717 | SOLV | SOLVENTUM CORP | Healthcare | 57 | $5K | — | SOLD |
| 718 | — | MFS GROWTH R6 | — | 23 | $5K | — | SOLD |
| 719 | DON | WISDOMTREE US MIDCAP | — | 87 | $4K | — | SOLD |
| 720 | SLI | STANDARD LITHIUM LTD F | Basic Materials | 1,000 | $4K | — | 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%