Portfolio (Quarterly)
Guide ↗
eCIO, Inc.
· CIK 0001830823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ACGL | Arch Capital Group | Financial Services | 1,687 | $162K | 0.07% | SOLD |
| 22 | UNP | Union Pacific Corporation | Industrials | 693 | $160K | 0.07% | SOLD |
| 23 | ABBV | AbbVie Inc | Healthcare | 693 | $158K | 0.07% | SOLD |
| 24 | MDT | Medtronic PLC | Healthcare | 1,605 | $154K | 0.07% | SOLD |
| 25 | BAC | Bank of America Corporation | Financial Services | 2,671 | $147K | 0.07% | SOLD |
| 26 | ADP | Automatic Data Processing, Inc | Industrials | 563 | $145K | 0.07% | SOLD |
| 27 | ITW | Illinois Tool Works Inc | Industrials | 583 | $144K | 0.07% | SOLD |
| 28 | V | Visa Inc | Financial Services | 394 | $138K | 0.06% | SOLD |
| 29 | DHR | Danaher Corporation | Healthcare | 602 | $138K | 0.06% | SOLD |
| 30 | ORCL | Oracle Corporation | Technology | 706 | $138K | 0.06% | SOLD |
| 31 | XLY | Consumer Discretionary Select Sector SPDR Fund | — | 1,136 | $136K | 0.06% | SOLD |
| 32 | ABT | Abbott Laboratories | Healthcare | 1,073 | $134K | 0.06% | SOLD |
| 33 | MRSH | Marsh & McLennan Companies, Inc | Financial Services | 724 | $134K | 0.06% | SOLD |
| 34 | MCD | McDonald's Corporation | Consumer Cyclical | 435 | $133K | 0.06% | SOLD |
| 35 | KEYS | Keysight Technologies, Inc | Technology | 653 | $133K | 0.06% | SOLD |
| 36 | — | Eaton Vance Richard Bern Eq St I | — | 7,285 | $132K | 0.06% | SOLD |
| 37 | QCOM | Qualcomm Inc | Technology | 761 | $130K | 0.06% | SOLD |
| 38 | XLC | Communication Services Select Sector SPDR Fund | — | 1,086 | $128K | 0.06% | SOLD |
| 39 | PG | The Procter & Gamble Company | Consumer Defensive | 885 | $127K | 0.06% | SOLD |
| 40 | DGRO | iShares Core Dividend Growth ETF | — | 1,807 | $125K | 0.06% | SOLD |
Sector Allocation
Healthcare
70.2%
Communication Services
16.0%
Technology
13.8%