Portfolio (Quarterly)
Guide ↗
eCIO, Inc.
· CIK 0001830823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | IFRA | iShares U.S. Infrastructure ETF | — | 155 | $8K | 0.00% | SOLD |
| 142 | MMM | 3M Company | Industrials | 51 | $8K | 0.00% | SOLD |
| 143 | FUTY | Fidelity MSCI Utilities Index ETF | — | 143 | $8K | 0.00% | SOLD |
| 144 | ICLN | iShares Global Clean Energy ETF | — | 436 | $7K | 0.00% | SOLD |
| 145 | VRTX | Vertex Pharmaceuticals Inc | Healthcare | 15 | $7K | 0.00% | SOLD |
| 146 | EYE | National Vision Holdings, Inc | Consumer Cyclical | 133 | $3K | 0.00% | SOLD |
| 147 | BAX | Baxter International Inc | Healthcare | 100 | $2K | 0.00% | SOLD |
| 148 | KVUE | KENVUE INC COMMON STOCK | Consumer Defensive | 100 | $2K | 0.00% | SOLD |
| 149 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 21 | $2K | 0.00% | SOLD |
| 150 | SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | — | 50 | $1K | 0.00% | SOLD |
| 151 | INTC | Intel Corporation | Technology | 27 | $996.0 | — | SOLD |
| 152 | MCHP | Microchip Technology Incorporated | Technology | — | — | — | SOLD |
| 153 | WMB | The Williams Companies, Inc | Energy | — | — | — | SOLD |
Sector Allocation
Healthcare
70.2%
Communication Services
16.0%
Technology
13.8%