Portfolio (Quarterly)
Guide ↗
Grantvest Financial Group LLC
· CIK 0002055216| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DJUL | FIRST TR EXCHNG TRADED FD VI | — | 5,126 | $239K | 0.17% | SOLD |
| 2 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 3,576 | $220K | 0.15% | SOLD |
| 3 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 4,653 | $215K | 0.15% | SOLD |
| 4 | T | AT&T INC | Communication Services | 7,173 | $203K | 0.14% | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
28.8%
Consumer Cyclical
20.2%
Communication Services
9.7%
Industrials
3.4%
Energy
2.6%
Consumer Defensive
2.1%
Healthcare
1.9%
Utilities
1.2%