Portfolio (Quarterly)
Guide ↗
McCollum Christoferson Group LLC
· CIK 0001727573| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BYRN | BYRNA TECHNOLOGIES INC COM NEW | Industrials | 88,481 | $1.5M | 0.43% | SOLD |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 9,372 | $465K | 0.14% | SOLD |
| 3 | DIS | DISNEY WALT CO COM | Communication Services | 2,000 | $228K | 0.07% | SOLD |
| 4 | ABBV | ABBVIE INC COM | Healthcare | 950 | $217K | 0.06% | SOLD |
| 5 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | — | 2,000 | $208K | 0.06% | SOLD |
| 6 | VCR | VANGUARD CONSUMER DISCRETIONARY ETF | — | 518 | $204K | 0.06% | SOLD |
Sector Allocation
Technology
23.7%
Consumer Cyclical
15.2%
Healthcare
14.1%
Basic Materials
13.3%
Consumer Defensive
10.9%
Industrials
8.0%
Financial Services
7.9%
Utilities
3.7%
Energy
1.8%
Real Estate
1.2%