Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 721 | — | ZIVO BIOSCIENCE INC | — | 500 | $4K | — | SOLD |
| 722 | MGM | MGM RESORTS INTL | Consumer Cyclical | 118 | $4K | — | SOLD |
| 723 | — | AMERICAN FUNDS INCOME FU | — | 162 | $4K | — | SOLD |
| 724 | PR | PERMIAN RES CORP | Energy | 300 | $4K | — | SOLD |
| 725 | — | US TREASURY | — | 4,000 | $4K | — | SOLD |
| 726 | VIS | VANGUARD INDUSTRIALS | — | 14 | $4K | — | SOLD |
| 727 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 30 | $4K | — | SOLD |
| 728 | — | US TREASURY | — | 4,000 | $4K | — | SOLD |
| 729 | — | US TREASURY | — | 4,000 | $4K | — | SOLD |
| 730 | — | WHITE OAK SELECT GROWTH | — | 25 | $4K | — | SOLD |
| 731 | — | HARTFORD WORLD BOND F | — | 382 | $4K | — | SOLD |
| 732 | — | VANGUARD SMALL CAP GROWT | — | 36 | $4K | — | SOLD |
| 733 | CMG | CHIPOTLE MEXICAN GRILL I | Consumer Cyclical | 100 | $4K | — | SOLD |
| 734 | DEO | DIAGEO PLC F | Consumer Defensive | 43 | $4K | — | SOLD |
| 735 | UAL | UNITED AIRLINES HLDG | Industrials | 33 | $4K | — | SOLD |
| 736 | — | KLARNA GROUP PLC F | — | 126 | $4K | — | SOLD |
| 737 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 100 | $3K | — | SOLD |
| 738 | — | CENCORA INC | — | 10 | $3K | — | SOLD |
| 739 | ACHR | ARCHER AVIATION INC | Industrials | 439 | $3K | — | SOLD |
| 740 | VLTO | VERALTO CORP | Industrials | 33 | $3K | — | 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%