Portfolio (Quarterly)
Guide ↗
Global Strategic Investment Solutions, LLC
· CIK 0001760076| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 8,000 | $642K | 0.06% | SOLD |
| 2 | UNP | UNION PAC CORP | Industrials | 1,753 | $406K | 0.04% | SOLD |
| 3 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,872 | $387K | 0.04% | SOLD |
| 4 | ACWI | ISHARES TR | — | 2,717 | $384K | 0.04% | SOLD |
| 5 | EDIV | SPDR INDEX SHS FDS | — | 9,602 | $376K | 0.04% | SOLD |
| 6 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,363 | $339K | 0.03% | SOLD |
| 7 | PEP | PEPSICO INC | Consumer Defensive | 1,855 | $266K | 0.03% | SOLD |
| 8 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 3,046 | $253K | 0.03% | SOLD |
| 9 | QLYS | QUALYS INC | Technology | 1,765 | $235K | 0.02% | SOLD |
| 10 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,643 | $231K | 0.02% | SOLD |
| 11 | BLK | BLACKROCK INC | Financial Services | 208 | $223K | 0.02% | SOLD |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,199 | $213K | 0.02% | SOLD |
| 13 | SCHX | SCHWAB STRATEGIC TR | — | 7,730 | $208K | 0.02% | SOLD |
Sector Allocation
Financial Services
41.3%
Technology
26.0%
Communication Services
8.5%
Healthcare
6.3%
Consumer Cyclical
5.9%
Industrials
4.7%
Consumer Defensive
3.3%
Energy
2.1%
Basic Materials
1.1%
Utilities
0.6%