Portfolio (Quarterly)
Guide ↗
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
· CIK 0002122180| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | UFPT | UFP TECHNOLOGIES INC | Healthcare | 1,053 | $234K | 0.05% | SOLD |
| 102 | NVMI | NOVA LTD | Technology | 702 | $231K | 0.05% | SOLD |
| 103 | PRIM | PRIMORIS SVCS CORP | Industrials | 1,851 | $230K | 0.05% | SOLD |
| 104 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 3,468 | $228K | 0.05% | SOLD |
| 105 | MDB | MONGODB INC | Technology | 543 | $228K | 0.05% | SOLD |
| 106 | NEE | NEXTERA ENERGY INC | Utilities | 2,808 | $225K | 0.05% | SOLD |
| 107 | SPYD | SPDR SERIES TRUST | — | 5,176 | $224K | 0.05% | SOLD |
| 108 | CAVA | CAVA GROUP INC | Consumer Cyclical | 3,786 | $222K | 0.05% | SOLD |
| 109 | XHLF | BONDBLOXX ETF TRUST | — | 4,308 | $216K | 0.04% | SOLD |
| 110 | NEM | NEWMONT CORP | Basic Materials | 2,152 | $215K | 0.04% | SOLD |
| 111 | DT | DYNATRACE INC | Technology | 4,851 | $210K | 0.04% | SOLD |
| 112 | PINS | PINTEREST INC | Communication Services | 8,019 | $208K | 0.04% | SOLD |
| 113 | CVLT | COMMVAULT SYS INC | Technology | 1,650 | $207K | 0.04% | SOLD |
| 114 | IWP | ISHARES TR | — | 1,503 | $206K | 0.04% | SOLD |
| 115 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 1,428 | $205K | 0.04% | SOLD |
| 116 | FICO | FAIR ISAAC CORP | Technology | 120 | $203K | 0.04% | SOLD |
| 117 | — | MOOG INC | — | 831 | $202K | 0.04% | SOLD |
| 118 | NSC | NORFOLK SOUTHN CORP | Industrials | 700 | $202K | 0.04% | 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%