Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | BAC | BANK AMERICA CORP COM | Financial Services | 159 | $9K | 0.00% | SOLD |
| 102 | GRMN | GARMIN LTD SHS | Technology | 43 | $9K | 0.00% | SOLD |
| 103 | ETG | EATON VANCE TX ADV GLBL DIV FD COM | Financial Services | 366 | $8K | 0.00% | SOLD |
| 104 | ACP | ABRDN INCOME CREDIT STRATEGIES COM | Financial Services | 1,554 | $8K | 0.00% | SOLD |
| 105 | WGO | WINNEBAGO INDS INC COM | Consumer Cyclical | 200 | $8K | 0.00% | SOLD |
| 106 | PDI | PIMCO DYNAMIC INCOME FD SHS | Financial Services | 450 | $8K | 0.00% | SOLD |
| 107 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 55 | $8K | 0.00% | SOLD |
| 108 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 113 | $8K | 0.00% | SOLD |
| 109 | ASML | ASML HOLDING N V N Y REGISTRY SHS | Technology | 7 | $7K | 0.00% | SOLD |
| 110 | ZS | ZSCALER INC COM | Technology | 33 | $7K | 0.00% | SOLD |
| 111 | EQT | EQT CORP COM | Energy | 136 | $7K | 0.00% | SOLD |
| 112 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | — | 68 | $7K | 0.00% | SOLD |
| 113 | RAAX | VANECK REAL ASSETS ETF | — | 200 | $7K | 0.00% | SOLD |
| 114 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | — | 135 | $7K | 0.00% | SOLD |
| 115 | AVGO | BROADCOM INC COM | Technology | 20 | $7K | 0.00% | SOLD |
| 116 | MDT | MEDTRONIC PLC SHS | Healthcare | 71 | $7K | 0.00% | SOLD |
| 117 | HOOD | ROBINHOOD MKTS INC COM CL A | Financial Services | 60 | $7K | 0.00% | SOLD |
| 118 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Healthcare | 80 | $7K | 0.00% | SOLD |
| 119 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 30 | $6K | 0.00% | SOLD |
| 120 | FLGT | FULGENT GENETICS INC COM | Healthcare | 239 | $6K | 0.00% | SOLD |
Sector Allocation
Communication Services
59.2%
Energy
12.8%
Technology
12.7%
Healthcare
12.2%
Financial Services
2.4%
Consumer Cyclical
0.7%