Portfolio (Quarterly)
Guide ↗
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
· CIK 0002122180| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 729 | $403K | 0.08% | SOLD |
| 42 | IEF | ISHARES TR | — | 4,188 | $403K | 0.08% | SOLD |
| 43 | AIG | AMERICAN INTL GROUP INC | Financial Services | 4,689 | $401K | 0.08% | SOLD |
| 44 | SPSB | SPDR SERIES TRUST | — | 13,184 | $398K | 0.08% | SOLD |
| 45 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,149 | $396K | 0.08% | SOLD |
| 46 | FIX | COMFORT SYS USA INC | Industrials | 417 | $389K | 0.08% | SOLD |
| 47 | UPS | UNITED PARCEL SERVICE INC | Industrials | 3,912 | $388K | 0.08% | SOLD |
| 48 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 3,692 | $380K | 0.08% | SOLD |
| 49 | TPR | TAPESTRY INC | Consumer Cyclical | 2,955 | $378K | 0.08% | SOLD |
| 50 | IVV | ISHARES TR | — | 543 | $371K | 0.08% | SOLD |
| 51 | MPWR | MONOLITHIC PWR SYS INC | Technology | 405 | $367K | 0.07% | SOLD |
| 52 | CNC | CENTENE CORP DEL | Healthcare | 8,868 | $365K | 0.07% | SOLD |
| 53 | PWR | QUANTA SVCS INC | Industrials | 864 | $365K | 0.07% | SOLD |
| 54 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,676 | $359K | 0.07% | SOLD |
| 55 | XDSQ | INNOVATOR ETFS TRUST | — | 8,370 | $348K | 0.07% | SOLD |
| 56 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 5,064 | $341K | 0.07% | SOLD |
| 57 | PFE | PFIZER INC | Healthcare | 13,596 | $338K | 0.07% | SOLD |
| 58 | TJX | TJX COS INC NEW | Consumer Cyclical | 2,196 | $337K | 0.07% | SOLD |
| 59 | CR | CRANE COMPANY | Industrials | 1,824 | $336K | 0.07% | SOLD |
| 60 | ROST | ROSS STORES INC | Consumer Cyclical | 1,848 | $333K | 0.07% | SOLD |
Sector Allocation
Technology
23.0%
Communication Services
15.2%
Healthcare
12.7%
Consumer Cyclical
11.1%
Financial Services
11.1%
Industrials
9.3%
Consumer Defensive
5.7%
Energy
5.3%
Utilities
2.9%
Basic Materials
1.9%