Portfolio (Quarterly)
Guide ↗
Opus Financial Solutions LLC
· CIK 0001934041| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 4,870 | $724K | 0.68% | SOLD |
| 2 | — | INNOVATOR ETFS TRUST | — | 13,426 | $372K | 0.35% | SOLD |
| 3 | NJUL | INNOVATOR ETFS TRUST | — | 3,562 | $259K | 0.24% | SOLD |
| 4 | IDEC | INNOVATOR ETFS TRUST | — | 6,975 | $225K | 0.21% | SOLD |
| 5 | — | INNOVATOR ETFS TRUST | — | 7,230 | $214K | 0.20% | SOLD |
| 6 | PJUL | INNOVATOR ETFS TRUST | — | 4,530 | $210K | 0.20% | SOLD |
| 7 | PANW | PALO ALTO NETWORKS INC | Technology | 1,120 | $206K | 0.20% | SOLD |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 440 | $206K | 0.20% | SOLD |
| 9 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 4,460 | $205K | 0.19% | SOLD |
| 10 | IHAK | ISHARES TR | — | 4,218 | $203K | 0.19% | SOLD |
Sector Allocation
Technology
43.4%
Financial Services
21.1%
Consumer Cyclical
20.2%
Communication Services
15.3%