Portfolio (Quarterly)
Guide ↗
JDM Financial Group LLC
· CIK 0001960212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | UNP | UNION PAC CORP COM | Industrials | 18 | $4K | 0.00% | SOLD |
| 42 | SBUX | STARBUCKS CORP COM | Consumer Cyclical | 50 | $4K | 0.00% | SOLD |
| 43 | BRO | BROWN & BROWN INC COM | Financial Services | 45 | $4K | 0.00% | SOLD |
| 44 | DHR | DANAHER CORPORATION COM | Healthcare | 20 | $4K | 0.00% | SOLD |
| 45 | AMT | AMERICAN TOWER CORP NEW COM | Real Estate | 20 | $4K | 0.00% | SOLD |
| 46 | VNOM | VIPER ENERGY INC CL A | Energy | 100 | $4K | 0.00% | SOLD |
| 47 | KBWP | INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF | — | 29 | $4K | 0.00% | SOLD |
| 48 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 7 | $3K | 0.00% | SOLD |
| 49 | NEE | NEXTERA ENERGY INC COM | Utilities | 45 | $3K | 0.00% | SOLD |
| 50 | GAP | GAP INC COM | Consumer Cyclical | 124 | $3K | 0.00% | SOLD |
| 51 | CMG | CHIPOTLE MEXICAN GRILL INC COM | Consumer Cyclical | 60 | $2K | 0.00% | SOLD |
| 52 | KKR | KKR & CO INC COM | Financial Services | 18 | $2K | 0.00% | SOLD |
| 53 | PGR | PROGRESSIVE CORP COM | Financial Services | 9 | $2K | 0.00% | SOLD |
| 54 | WMB | WILLIAMS COS INC COM | Energy | 27 | $2K | 0.00% | SOLD |
| 55 | MJ | AMPLIFY ETF TR ALTRNTV HARV ETF | — | 45 | $2K | 0.00% | SOLD |
| 56 | FISV | FISERV INC COM | Technology | 13 | $2K | 0.00% | SOLD |
| 57 | — | FORTINET INC COM | — | 12 | $1K | — | SOLD |
Sector Allocation
Financial Services
41.4%
Technology
36.9%
Consumer Cyclical
4.9%
Communication Services
4.8%
Real Estate
3.3%
Energy
2.4%
Healthcare
2.3%
Consumer Defensive
1.5%
Industrials
1.3%
Utilities
1.1%