Portfolio (Quarterly)
Guide ↗
DECISION INVESTMENTS, INC
· CIK 0002111652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC | Communication Services | 15,420 | $1.4M | 1.58% | SOLD |
| 2 | BHK | BLACKROCK CORE BD TR | Financial Services | 27,676 | $265K | 0.29% | SOLD |
| 3 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 16,936 | $249K | 0.27% | SOLD |
| 4 | V | VISA INC | Financial Services | 622 | $218K | 0.24% | SOLD |
| 5 | — | SYNOVUS FINL CORP | — | 4,270 | $214K | 0.23% | SOLD |
| 6 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 2,660 | $212K | 0.23% | SOLD |
| 7 | — | ABRDN GLOBAL PREMIER PPTYS F | — | 31,800 | $122K | 0.13% | SOLD |
Sector Allocation
Technology
48.9%
Financial Services
19.9%
Healthcare
9.8%
Energy
5.8%
Communication Services
4.7%
Consumer Cyclical
4.2%
Consumer Defensive
3.2%
Industrials
2.7%
Utilities
0.7%
Real Estate
0.1%