Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 27 | $2K | 0.00% | SOLD |
| 162 | SOUN | SOUNDHOUND AI INC CLASS A COM | Technology | 200 | $2K | 0.00% | SOLD |
| 163 | — | CMB.TECH NV SHS | — | 190 | $2K | 0.00% | SOLD |
| 164 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | — | 40 | $2K | 0.00% | SOLD |
| 165 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | — | 14 | $2K | 0.00% | SOLD |
| 166 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | — | 19 | $1K | 0.00% | SOLD |
| 167 | RIOT | RIOT PLATFORMS INC COM | Financial Services | 100 | $1K | — | SOLD |
| 168 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 44 | $1K | — | SOLD |
| 169 | — | OCCIDENTAL PETE CORP WT EXP 080327 | — | 62 | $1K | — | SOLD |
| 170 | — | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | — | 159 | $951.0 | — | SOLD |
| 171 | LVO | LIVEONE INC COM NEW | Communication Services | 200 | $944.0 | — | SOLD |
| 172 | MARA | MARA HOLDINGS INC COM | Financial Services | 100 | $898.0 | — | SOLD |
| 173 | ADT | ADT INC DEL COM | Industrials | 91 | $734.0 | — | SOLD |
| 174 | CPRI | CAPRI HOLDINGS LIMITED SHS | Consumer Cyclical | 27 | $659.0 | — | SOLD |
| 175 | MVO | MV OIL TR TR UNITS | Energy | 500 | $610.0 | — | SOLD |
| 176 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 4 | $524.0 | — | SOLD |
| 177 | WAB | WABTEC COM | Industrials | 2 | $427.0 | — | SOLD |
| 178 | VDE | VANGUARD ENERGY ETF | — | 3 | $378.0 | — | SOLD |
| 179 | GOVT | ISHARES U.S. TREASURY BOND ETF | — | 15 | $345.0 | — | SOLD |
| 180 | — | PODCASTONE INC COM | — | 96 | $237.0 | — | SOLD |
Sector Allocation
Communication Services
59.2%
Energy
12.8%
Technology
12.7%
Healthcare
12.2%
Financial Services
2.4%
Consumer Cyclical
0.7%