Portfolio (Quarterly)
Guide ↗
Pacific Center for Financial Services
· CIK 0001698222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 1,410 | $297K | 0.08% | SOLD |
| 2 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 615 | $124K | 0.03% | SOLD |
| 3 | KVUE | KENVUE INC | Consumer Defensive | 6,154 | $100K | 0.03% | SOLD |
| 4 | CCL | CARNIVAL CORP | Consumer Cyclical | 3,000 | $87K | 0.02% | SOLD |
| 5 | COP | CONOCOPHILLIPS | Energy | 466 | $44K | 0.01% | SOLD |
| 6 | PSX | PHILLIPS 66 | Energy | 233 | $32K | 0.01% | SOLD |
| 7 | — | ASTRAZENECA PLC | — | 350 | $27K | 0.01% | SOLD |
| 8 | ERTH | INVESCO EXCHANGE TRADED FD T | — | 390 | $19K | 0.01% | SOLD |
| 9 | IFRA | ISHARES TR | — | 293 | $15K | 0.00% | SOLD |
| 10 | — | TELEFONICA S A | — | 2,278 | $12K | 0.00% | SOLD |
| 11 | LXP | LXP INDUSTRIAL TRUST | Real Estate | 1,198 | $11K | 0.00% | SOLD |
| 12 | SIMS | SPDR SERIES TRUST | — | 224 | $10K | 0.00% | SOLD |
| 13 | CURB | CURBLINE PPTYS CORP | Real Estate | 390 | $9K | 0.00% | SOLD |
| 14 | EFA | ISHARES TR | — | 89 | $8K | 0.00% | SOLD |
| 15 | DD | DUPONT DE NEMOURS INC | Basic Materials | 68 | $5K | 0.00% | SOLD |
| 16 | BOTZ | GLOBAL X FDS | — | 132 | $5K | 0.00% | SOLD |
| 17 | — | AMERICA MOVIL SAB DE CV | — | 200 | $4K | 0.00% | SOLD |
| 18 | MGV | VANGUARD WORLD FD | — | 12 | $2K | — | SOLD |
| 19 | RUM | RUMBLE INC | Technology | 64 | $464.0 | — | SOLD |
| 20 | CHGG | CHEGG INC | Consumer Defensive | 200 | $302.0 | — | SOLD |
Sector Allocation
Financial Services
66.1%
Technology
14.6%
Energy
4.2%
Industrials
3.5%
Communication Services
3.1%
Consumer Defensive
2.8%
Consumer Cyclical
2.0%
Healthcare
1.8%
Utilities
1.2%
Basic Materials
0.4%