Portfolio (Quarterly)
Guide ↗
Financially Speaking Inc
· CIK 0002040901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 4 | $1K | 0.00% | SOLD |
| 62 | ENTG | ENTEGRIS INC | Technology | 15 | $1K | 0.00% | SOLD |
| 63 | NEE | NEXTERA ENERGY INC | Utilities | 13 | $1K | 0.00% | SOLD |
| 64 | HRL | HORMEL FOODS CORP | Consumer Defensive | 42 | $995.0 | 0.00% | SOLD |
| 65 | JPIN | JPMORGAN DVRSFD RTRN INTRNL EQT ETF | — | 6 | $409.0 | — | SOLD |
| 66 | — | AMERICAN BATTERY MATL IN | — | 20 | $120.0 | — | SOLD |
| 67 | — | GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR | — | 38 | — | — | SOLD |
| 68 | — | WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/18 | — | 1,000 | — | — | SOLD |
| 69 | — | WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR | — | 200 | — | — | SOLD |
Sector Allocation
Technology
29.9%
Energy
12.4%
Healthcare
11.8%
Consumer Defensive
11.2%
Industrials
9.0%
Consumer Cyclical
7.0%
Utilities
6.7%
Communication Services
6.0%
Financial Services
4.1%
Basic Materials
1.7%