Portfolio (Quarterly)
Guide ↗
Boyer Financial Services, Inc.
· CIK 0002108122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EME | EMCOR GROUP INC | Industrials | 572 | $365K | 0.39% | SOLD |
| 2 | TCAF | T ROWE PRICE ETF INC | — | 8,174 | $312K | 0.33% | SOLD |
| 3 | — | APOGEE THERAPEUTICS INC | — | 3,126 | $237K | 0.25% | SOLD |
| 4 | META | META PLATFORMS INC | Communication Services | 349 | $227K | 0.24% | SOLD |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 5,913 | $203K | 0.21% | SOLD |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,495 | $200K | 0.21% | SOLD |
| 7 | — | MARKER THERAPEUTICS INC | — | 36,817 | $57K | 0.06% | SOLD |
| 8 | OPAL | OPAL FUELS INC | Utilities | 15,233 | $36K | 0.04% | SOLD |
| 9 | — | NIP GROUP INC | — | 20,800 | $24K | 0.03% | SOLD |
Sector Allocation
Technology
41.2%
Consumer Cyclical
25.3%
Energy
11.5%
Financial Services
7.7%
Real Estate
5.1%
Communication Services
4.5%
Healthcare
4.1%
Utilities
0.5%