Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GDXJ | VANECK JUNIOR GOLD MINERS ETF | — | 62,129 | $7.1M | 2.59% | SOLD |
| 2 | GDX | VANECK GOLD MINERS ETF | — | 77,543 | $6.7M | 2.44% | SOLD |
| 3 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | — | 2,804 | $396K | 0.14% | SOLD |
| 4 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 2,800 | $368K | 0.14% | SOLD |
| 5 | GSAT | GLOBALSTAR INC COM NEW | Communication Services | 5,866 | $358K | 0.13% | SOLD |
| 6 | CSL | CARLISLE COS INC COM | Industrials | 320,026 | $320K | 0.12% | SOLD |
| 7 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | — | 3,024 | $304K | 0.11% | SOLD |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | Communication Services | 646 | $202K | 0.07% | SOLD |
| 9 | MAR | MARRIOTT INTL INC NEW CL A | Consumer Cyclical | 572 | $177K | 0.07% | SOLD |
| 10 | ATO | ATMOS ENERGY CORP COM | Utilities | 1,000 | $168K | 0.06% | SOLD |
| 11 | NSC | NORFOLK SOUTHN CORP COM | Industrials | 541 | $156K | 0.06% | SOLD |
| 12 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 174 | $153K | 0.06% | SOLD |
| 13 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 732 | $151K | 0.06% | SOLD |
| 14 | JPM | JPMORGAN CHASE & CO. COM | Financial Services | 427 | $138K | 0.05% | SOLD |
| 15 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 899 | $134K | 0.05% | SOLD |
| 16 | WELL | WELLTOWER INC COM | Real Estate | 720 | $134K | 0.05% | SOLD |
| 17 | COST | COSTCO WHOLESALE CORPORATION COM | Consumer Defensive | 152 | $131K | 0.05% | SOLD |
| 18 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | — | 523 | $131K | 0.05% | SOLD |
| 19 | IAU | ISHARES GOLD TRUST | Financial Services | 1,606 | $130K | 0.05% | SOLD |
| 20 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 383 | $128K | 0.05% | SOLD |
Sector Allocation
Communication Services
59.2%
Energy
12.8%
Technology
12.7%
Healthcare
12.2%
Financial Services
2.4%
Consumer Cyclical
0.7%