Portfolio (Quarterly)
Guide ↗
Santori & Peters, Inc.
· CIK 0001730959| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 15,979 | $673K | 0.24% | SOLD |
| 2 | FISV | FISERV INC | Technology | 2,514 | $324K | 0.12% | SOLD |
| 3 | MOAT | VANECK ETF TRUST | — | 2,793 | $277K | 0.10% | SOLD |
| 4 | WMT | WALMART INC | Consumer Defensive | 2,191 | $226K | 0.08% | SOLD |
| 5 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,319 | $203K | 0.07% | SOLD |
| 6 | MPC | MARATHON PETE CORP | Energy | 1,048 | $202K | 0.07% | SOLD |
Sector Allocation
Industrials
89.8%
Technology
3.0%
Financial Services
2.9%
Healthcare
1.1%
Basic Materials
1.1%
Consumer Cyclical
0.9%
Communication Services
0.8%
Utilities
0.3%
Energy
0.2%