Portfolio (Quarterly)
Guide ↗
REICON WEALTH ADVISORS, LLC
· CIK 0001888847| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | — | 5,200 | $239K | 0.17% | SOLD |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 366 | $225K | 0.16% | SOLD |
| 3 | SRLN | SSGA ACTIVE ETF TR | — | 5,169 | $213K | 0.15% | SOLD |
| 4 | GOOG | ALPHABET INC | Communication Services | 395 | $124K | 0.09% | SOLD |
| 5 | GOOGL | ALPHABET INC | Communication Services | 335 | $105K | 0.08% | SOLD |
| 6 | VV | VANGUARD INDEX FDS | — | 102 | $32K | 0.02% | SOLD |
Sector Allocation
Financial Services
96.0%
Consumer Cyclical
1.7%
Technology
1.2%
Industrials
0.7%
Consumer Defensive
0.4%